Putnam Grows Adviser-Focused Sales Team
Putnam Investments has added three to its adviser-focused defined contribution sales team, and says more hires are to come.
Deals & People
Alliance Acquires Brown Edwards
Alliance Benefit Group Carolinas Inc., a subsidiary of Pentegra Services Inc., is acquiring Brown Edwards & Associates Ltd.’s qualified plan administration business.
AUL Opens Seattle Office
The retirement services division of American United Life Insurance Company (AUL), a OneAmerica company, opened a regional sales office in the Seattle area.
Plan Sponsor Consultants Announces New Hire
Plan Sponsor Consultants LLC, an affiliate of LPL Financial, has hired Alexandar Dancy.
Focus Hires Director of Adviser Services
Focus Financial Partners LLC (“Focus”) hired Garry Taylor as a director of adviser services.
TIAA-CREF Asset Management Leader Resigns
Scott C. Evans, executive vice president and president of Asset Management, TIAA-CREF, has resigned.
EPIC Advisors Adds to Client Services Team
EPIC Advisors Inc. hired John M. Consul Jr. as a client services administrator.
New York Life Adds Two Sales Executives
New York Life Retirement Plan Services added two veteran sales executives.
Putnam Adds Two Team Members
Putnam Investments hired Charlotte Walsh and Greg Weissman as consultant relations professionals.
Castle Rock Hires Consultant
Castle Rock Investment Company (CRIC) hired Molly Vogt Noyes as a consultant.
Lincoln Financial Group Appoints CMO
Lincoln Financial Group named Donna MacFarland chief marketing officer of its Retirement Plan Services business.
Kidder Benefits Consultants Acquires Lane & Associates
Kidder Benefits Consultants acquired Lane & Associates and created a new entity called Kidder-Lane Actuarial Services LLC.
BMO Appoints Vice President/Relationship Managers
The Taft-Hartley Services team of BMO Institutional Trust Services named both Scott A. Hockenberry and Tyler Clark as vice president/relationship manager.
EPIC Advisors Appoints Client Service Specialist
EPIC Advisors Inc. hired Darouny Vongphachanh as a client service specialist.
Reliance Trust Hires National Account Salesperson
Reliance Trust Company’s Retirement Strategies Group appointed Danny Streiff to its national account sales position.
Prudential Makes Total Retirement Solutions Leadership Changes
Prudential Retirement, a business unit of Prudential Financial, has announced leadership appointments in its Total Retirement Solutions (TRS) area.
Celent Appoints New CEO
Celent, a division of Oliver Wyman Inc., appointed Craig Weber to replace Mike Harding as CEO.
Raymond James to Acquire Morgan Keegan & Co.
Raymond James Financial Inc. has agreed to acquire Morgan Keegan & Company Inc. and related affiliates from Regions Financial for $930 million.
Cassidy Retirement Group Hires Consulting Actuary
David J. Kershner, FSA, EA joined Cassidy Retirement Group (CRG) as a consulting actuary.
Baden Retirement Plan Services Hires VP
James D. Racine joined Baden Retirement Plan Services as vice president.