Lincoln Financial Names Chief Marketing Officer
Lincoln Financial Distributors (LFD) named Richard Aneser chief marketing officer.
Deals & People
Great-West Appoints Internal Wholesaler
Great-West Retirement Services appointed Michael Burke as an internal wholesaler covering the Los Angeles and San Diego areas.
The Standard Appoints Vice President
Standard Retirement Services Inc. (The Standard) appointed Rob Baumgarten as vice president of Field Service.
Mutual of Omaha Appoints VP
Mutual of Omaha appointed John Corrieri as vice president of the company’s 401(k) product and distribution.
Pyramis Makes Leadership Changes
Pyramis Global Advisors, a Fidelity Investments company, hired Mike Jones as its president and CEO.
MassMutual Appoints Two to Sales and Client Management
MassMutual's Retirement Services Division promoted John Budd and added Brian Mezey to its sales and client management organization.
Great-West Appoints Michigan Sales Manager
Great-West Retirement Services appointed Troy Testa as regional sales director for Michigan.
Aequitas Appoints Two Executives
Aequitas Capital Management added two executives at its Portland headquarters.
Erado Provides Social Media Services to M Securities
Erado announced a multi-year agreement to provide social media compliance services to M Holdings Securities Inc. (M Securities), the broker/dealer of M Financial Group.
Lincoln Hires National Sales Manager
Michael Hall joined Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, as national sales manager for Institutional Retirement Solutions Distribution (IRSD).
Prudential Expands DC Business
Prudential Investments expanded its defined contribution business by establishing a new Southwest sales division.
Pacific Resources Under New Ownership
Pacific Resources—a nonmedical employee benefits advisory firm—was purchased by two of its senior executives.
F-Squared Hires Head of Investments
F-Squared Investments appointed Mark Marinella as head of investments.
Envestnet to Acquire Prima Capital
Envestnet Inc., a provider of wealth-management solutions for financial advisers, is acquiring Prima Capital Holding Inc.
BWC Launches as RIA Firm
Beirne Wealth Consulting LLC (BWC) launched as an independent registered investment adviser (RIA).
Great-West Appoints Regional Sales Director
Great-West Retirement Services appointed Cheney Hunt as regional sales director for San Diego, California.
CAPTRUST Continues Expansion
CAPTRUST has added four retirement industry veterans to its team of advisers and opened an office in Kansas City.
Goldman Acquiring Dwight Asset Management
Goldman Sachs Asset Management (GSAM) is acquiring Dwight Asset Management (Dwight) from Old Mutual Asset Management (OMAM).
TD Ameritrade Appoints President
Tom Nally was appointed president of TD Ameritrade Institutional, the firm’s business unit serving independent registered investment advisers (RIAs).