Deals & People

EPIC Advisors names director of client service; MassMutual names head of workplace distribution; and advisory firm offers financial management services to BancAlliance members.

Wagner Law Group Names Partner; Sain Joins Milliman’s Employee Benefits Practice; Atlanta Retirement Partners Adds Relationship Manager, and more.

Firms Combine to Create Pavilion Alternatives Group; Nationwide Names Head of Investment Strategies and CIO; Northern Trust Names Global Head of Consultant Relations; and more.

However, the two firms have established a long-term strategic marketing relationship under which Ameritas will provide 401(k) products and services through Guardian's agency system.

Beaumont Capital Management hired director of Quantitative Research, and Ellen Lander’s advisory firm joined Global Retirement Partners.

The Segal Group announces new president and CEO; USI Consulting names vice president and actuary; Hyas Group hires senior consultant; and Merrill Lynch staffs new financial wellness role.

 

The asset management consultancy will now be known as Casey Quirk by Deloitte.

Plan Sponsor Services will retain its trade name.

Kravitz opens Atlanta office; CUNA Mutual adds six to sales team; LPL opens office in D.C. for Government Relations team.

NYLIM appoints Chief Operating Officer; Janney hires two Institutional Equity sales professionals; Securian hires Retirement Plan sales leaders, and more.

The Envestnet platform is now part of Advisor Group’s comprehensive offering for financial professionals serving the retirement plans marketplace. 

Joining forces will expand the services and scope of both firms, executives say. 

Northern Trust Asset Management adds Public Funds and Taft-Hartley leader; Securian expands footprint in Michigan; The Retirement Advantage hires regional sales consultant, and more.

Segal Group expands communications practice with new hire; Newport Group names leader of institutional sales; Voya Makes organizational changes, and more.

Cafaro Greenleaf names head of Houston office; Henry Yoshida joins Student Loan Genius; Portfolio manager launches asset management firm, and more. 

Wells Fargo Announces Leader of Participant Services; Prudential Hires Sales Director for Midwest Region; Pensionmark Announces Expansion of WealthPath Team, and more.

Oppenheimer Names Head of Beta Solutions; Eng Rejoins AB in Custom DC Solutions; Mariner Retirement Advisors Joins GRP Advisor Alliance, and more.

Mitchem leaves State Street for Wells Fargo; Manning & Napier CEO Retires; Aberdeen Appoints Head of Distribution.

Empower Names EVP of Operations; Insight Investment Names Co-Head of Consultant Relations Team; Lincoln Names Director of Consultant Relations; and more.

Great-West Investments is a newly created organization within Great-West Financial.