UBS Real Estate Division Creates New Role for DC Strategy
The U.S. real estate business of UBS Global Asset Management appointed Laurie Tillinghast as Executive Director, Defined Contribution Product and Strategy.
Deals & People
Standard Taps Two New Pension Consultants
The Standard has announced the appointment of two new pension consultants.
LPL and Financial Services Institute Form Partnership
More than 12,000 LPL Financial advisers will become members of the Financial Services Institute (FSI), an advocacy group for independent broker/dealers and advisers, as part of a new...
Westminster Consulting Hires Senior Research Associate
Westminster Consulting appointed Gabriel Potter as Senior Investment Research Associate.
Towers Watson Expands Australian Investment Team
Global consultant Towers Watson hired three investment analysts in Australia: Deepti Tammareddi, Andrew Tay, and Jordan Taylor.
BofA Merrill Lynch Expands Consultant Relations Team
Bank of America Merrill Lynch has hired Michael Keady and Page Howell to its Consultant Relations team.
Two Sales Directors Join MassMutual Retirement Services
MassMutual has hired Garrett Carlough and Andrew Hanlon as sales directors to its Retirement Services sales and client management organization.
Flight Attendants Agree to Exchange Match for Equity Stake
The Association of Flight Attendants-CWA, representing 1,000 employees of Republic Airways Holdings and its Frontier Airlines, approved a new collective bargaining agreement that gives them an ownership stake...
Towers Watson Vet Joins the Hyas Group
The Hyas Group LLC announced the appointment of Scott Faris, JD, CFA as a Senior Consultant.
BPP Hires New Supervisor to Manage Growth
Recordkeeping firm Benefit Plans Plus (BPP) has promoted Wes Rommerskirchen to Supervisor.
Callan Announces Four New Hires
Callan Associates hired four investment consultants for its Alternatives, Fund Sponsor and Defined Contribution (DC) Consulting groups in San Francisco, Chicago, and Atlanta.
Fay Joins BPAS Sales Team
BPAS, a national provider of retirement plan services, has added Ryan Fay to its sales team.
Pacific Life Acquires U.S. Pension Advisory Group
Pacific Life Insurance Company has acquired JPMorgan Chase’s U.S. Pension Advisory Group, a business within the investment bank that is to be re-named Pacific Global Advisors (PGA).
Fidelity Names President of Asset Allocation Division
Fidelity Investments has named Derek L. Young as president of the company’s Asset Allocation Division.
CBIZ to Acquire Multiple Benefit Services
CBIZ, Inc. has signed an agreement to acquire Multiple Benefit Services, Inc. (MBS).
Founders Names New Financial Advisory Partner
Founders Financial Network, an independent, fee-only investment advisory firm and RIA, has selected Jovita Honor as its new partner.
Matthew Rothman to Join Acadian
Acadian Asset Management LLC has named Matthew S. Rothman as Director of the firm’s Top-Down Research effort, effective September 2011.
Manulife Adds Large Cap Growth Team
Manulife Asset Management has expanded its equity investment capabilities with the hiring of Jay Zelko, David Chow, and Curtis Ifill, to be led by W. Shannon Reid, CFA.
Freedom One Names John Caldwell CIO
Freedom One Financial Group, a 401(k) consultant firm, has appointed John A. Caldwell to its executive team as chief investment officer.
ING Expands Global Bond Team
ING Investment Management Americas has hired Robert Robis as Senior Portfolio Manager on the Global Bond Team and Head of Fixed Income Macro Strategies.