Beacon Pointe Advisors merges with CBD Wealth Management; Strategic Benefits Advisors hires leader of DB administration team; and Nationwide hires chief data officer.
Strategic Development VP joins Pentegra; PCS Retirement adds new hires to marketing department; TIAA president and CEO announces retirement; and more.
OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global head; and more.
TRA hires Texas and Louisiana regional sales consultant; DWS selects head of wealth practice; Bar Harbor Trust Services announces new retirement plan coordinator; and more.
OneAmerica adds regional sales director for Michigan clients; Dimensional Fund Advisors names capital markets head; Findley to join USI; and more.
Ameritas announces new officer elections; TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and more.
The Standard selects employee benefits lead and Rebalance names retirement services VP.
Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and Motive acquire Wilshire Associates.
Schroders selects fixed income head and CalPERS names private equity investment director.
QMA appoints new head of U.S. consultant relations; ABG expands to Midwest with Retirement Plan Consultants; The Wagner Law Group promotes ERISA attorneys; and more.
Unified Trust joins EdgeCo; Putnam Investments CIO announces plans to retire in 2021; Marathon Asset Management hires senior high-yield portfolio manager; and more.
Securian Financial hires regional sales VP; Robeco adds to supervisory board; IRS names associate chief counsel for EEE; and more.
Retirement Services Group Joins LaSalle St.; DWS appoints client coverage leader; and Innovest selects new VPs for retirement practices.
LeafHouse announces marketing and communications VP; Aegon AM selects global product head; Compass Advisors joins Vanguard’s Elite Advisor Program; and more.
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.