New Practice Management Consultant at CUNA Mutual
CUNA Mutual Group has named Randy S. Fuss as a Practice Management Consultant.
Deals & People
Virtus Investment Adds Sales Team for B/Ds and RIAs
Virtus Investment Partners is expanding its sales force with a new team to focus on the independent broker and registered investment adviser (RIA) channels.
Russell Creates Dedicated Role for LDI Development
Russell Investments has promoted senior consultant Martin Jaugietis to the newly created role of director, head of LDI solutions, Americas Institutional.
Direxion Hires Senior Sales Director
Direxion, a provider of alternative investment solutions, has named Harold W. Clemons as senior sales director for the Mid-South Region.
AllianceBernstein Hires Exec for Business Development Team
AllianceBernstein hired Edmund Grant as a managing director for business development and client services for institutional investors.
BNY Mellon Expands Operations in Australia
Pershing, a BNY Mellon company, has increased its presence in Australia by acquiring Penson Worldwide's Australian operations.
Asset International Acquires Segments of FRC
Key product lines of Financial Research Corporation (FRC) have been acquired by Asset International, Inc. to form a new division of Strategic Insight.
DeVoe Leaves Schwab to Start Independent Consulting Firm
The day after launching his own mergers and acquisitions consulting firm, Dave DeVoe hit the road to meet with his first client.
John Hancock Picks Retirement Exec for Chief Marketing Officer
David Longfritz has been selected as the first Chief Marketing Officer at John Hancock Financial.
TIAA-CREF Asset Management Sees Executive Changes
TIAA-CREF's chief investment officer (CIO), Ed Grzybowski, will be retiring; a search for his successor is under way.
BofA Hires Nearly 300 Advisers
New hires in Texas and Florida have made Bank of America reach its goal of having more than 1,000 Merrill Edge Financial Solutions Advisors (FSAs) nationwide by the...
Pensionmark Network Gains another Firm
Garnett Retirement Group, with offices in Tampa, Florida and Greenville, North Carolina, has joined Pensionmark Retirement Group.
ASPire Expands DC Sales Team
ASPire Financial Services has hired Eddie Griffin as Regional Director of Sales in the Northeast Region.
New CIO Takes Reins at Allianz
Allianz Life Insurance Company of North America named Carsten Quitter as its new chief investment officer.
New Head of Fixed Income at Invesco
Gregory McGreevey will join Invesco as head of Invesco Fixed Income.
Benchmarking Firm CEM Hires Director
CEM Benchmarking Inc. hired Jonathan Epstein as director, U.S. Territory.
Security Benefit Partners with Mesirow on Fiduciary Services
Security Benefit Corporation, a Guggenheim Partners Company, has chosen Mesirow Financial to provide its customers with independent fiduciary services.
Jensen Investment Management Appoints Sales Director
Jensen Investment Management announced appointment of Monte Mitchell as director of sales.
Oregon-Based RIA Joins Focus Financial
Sapient Private Wealth Management, an independent registered investment adviser (RIA), has joined the Focus Financial network.
Rogerscasey Hires Managing Director, Investment Solutions
Rogerscasey has hired Peter Gerlings as Managing Director, Investment Solutions.