Gallagher Makes Another Acquisition >
September 02, 2010 -- Arthur J. Gallagher & Co. has acquired Old Greenwich Consulting Group based in New York, after acquiring Benefits Unlimited in early August.
New CIO Joins SageView Team >
September 02, 2010 -- Richard Palmer begins today as the Chief Investment Officer at the SageView Advisory Group based in Irvine, California.
Scout Picks Up Indiana Fixed-Income Shop >
September 02, 2010 -- Scout Investment Advisors, a subsidiary of UMB Financial Corporation, has agreed to acquire Reams Asset Management Company, an investment management firm specializing in fixed-income products.
Schwab to Acquire Windward Investment Management >
August 30, 2010 -- The Charles Schwab Corporation is paying $150 million in stocks and cash for Windward Investment Management, an exchange-traded fund (ETF)-focused investment advisory firm headquartered in Boston.
The Hartford Attempts to Gain Ground in Mid-Market >
August 30, 2010 -- With the introduction of several new initiatives and a new VP, The Hartford Financial Services Group plans to grow their middle market business for 401(k) defined contribution and defined benefit retirement plans.
CPI Opens Birmingham Office >
August 25, 2010 -- CPI Qualified Plan Consultants will be opening an office in Birmingham, Alabama, with Wayne Bosch at the helm.
Manning and Wallace Tapped for DailyAccess Sales Posts >
August 24, 2010 -- Michael Manning and Jeffrey Wallace have been named Regional Sales Directors for the DailyAccess Corporation.
Sentinel Benefits to Open New Office in North Carolina >
August 24, 2010 -- Sentinel Benefits & Financial Group (SBFG) has named Vanessa Watkins as Vice President.
ING Names President of Individual Retirement Investor Channel >
August 24, 2010 -- ING has named Dan Hanlon president of its Investor Channel within its Individual Retirement business.
Wilmington Trust Names Baldwin Moody to Risk Management Role >
August 23, 2010 -- Wilmington Tryst has hired Carol Baldwin Moody as senior vice president and chief risk officer to head a newly centralized Enterprise Risk Management Division.