Hall Benefits Law announces changes to ERISA team and BNY Mellon elects governance expert to Board of Directors.
CAPTRUST selects VP and institutional financial adviser; Insight Investment adds leaders to North American practice; NFP acquires multidisciplinary insurance broker; and more.
Lockton brings in senior adviser; Qontigo selects multi-asset solutions head; Franklin Templeton appoints head of U.S. distribution; and more.
Tiedemann Advisors selects Family Governance head; Mutual of Omaha promotes national 401(k) sales director; Tech and client services head joins ICMA-RC; and more.
Crossroads Financial Services joins LPL RIA platform; Alliance acquires recordkeeping and HR consultant; Resources Investment Advisors adds MPRA to list of acquisitions; and more.
Aegon Asset Management names consultant relations leader; Pentegra announces new additions to sales force; ISS ESG selects global research leader; and more.
Orion Advisor Solutions adds TAMP provider; Cetera selects business development head; MassMutual Advisors Association appoints president; and more.
TIAA announces additions to executive committee; TRA acquires retirement plan administrator; and Compass Advisors names retirement services director.
Wagner Law Group appoints ERISA attorney to ‘of counsel’; Financial Fitness promotes former executive VP; ProManage adds senior VP and consultant; and more.
Nationwide selects retention leader; Sikich adds senior specialist to retirement plan services team; DWS announces changes to global business side; and more.
Lyxor Asset Management selects CIO; MassMutual adds managing directors of U.S. regions; and TIAA financial solutions head resigns.
Now that the deal has been formally approved, integration is expected to take between 18 to 36 months to complete following the close.
TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and more.
Strategic Investment Group names client development managing director; PGIM Investments hires VP of Retirement Investment Solutions; SS&C Technologies Holdings acquires Innovest Systems; and more.
Cetera announces additional teams and roles; Principal adds multiple sales team members; Schroders hires sales directors for regional teams; and more.
DWS Group renames fixed income ETFs and MassMutual and NextCapital offer managed advice solution.
FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.
In addition, it is waiving distribution and loan origination fees for COVID-19-affected participants and CARES Act-related plan amendment fees for employers through August.