Deals & People

CAPTRUST Financial Advisors has announced the acquisition of another adviser team. 

While most of the nation was at home preparing for the holidays, Charles Schwab was in the hospital. 

Marsh & McLennan Agency LLC (MMA), a subsidiary of insurance broker Marsh Inc., has acquired Trion Group Inc.

ProManage, a firm that provides customized managed accounts, participant advice, plan metrics, and consulting services to defined contribution plan sponsors, has named a new CIO....

JMG Financial Group, Ltd. has appointed Thomas Harty as a retirement plan consultant.

Nationwide Financial Services has turned to Charles F. Rolph as Director of Advanced Sales.

Wilmington Trust has added three senior wealth advisors to the company’s Wealth Advisory Services (WAS) business in the Northeast region.   

Bonnie Baker has joined Lincoln Financial Distributors as relationship manager for the Institutional Retirement Solutions Distribution (IRSD) consultant channel, focused on wirehouses.

BMO Financial Group announced Friday that it will acquire Marshall & Ilsley Corporation (M&I) in a stock-for-stock transaction.

First Allied Securities, an independent broker/dealer, hired Guy J. Hocker as Senior Managing Director of its pension services division.  

Great-West Retirement Services has appointed John Buckley as regional sales director for Louisiana.

Hal Wallach has joined Mercer’s St. Louis office as Partner and Senior Global Client Manager, a newly created position.

Executives from The Keane Organization, a provider of specialty compliance and risk management guidance, have created a spinoff company, Risk Compliance Performance Solutions, LLC.

Gina Gurgiolo is the newest Senior Consultant at the Multnomah Group.

FundQuest, a provider of investment research and wealth management solutions, hired  Robert Vines and Andrew Simonetti as AVPs of Regional Sales.

RidgeWorth Investments hired Brandon Shea to fill the newly-created role of National Sales Manager for its Defined Contribution Investment Only team.

Morley Financial Services has appointed Ron Heath as its managing director - sales and marketing, effective December 27, 2010.

Bukaty Companies today announced that Vincent Morris will serve as president of the company’s Retirement Plan Services division.  

Diversified Investment Advisors announced that Greg T. Hodges has joined the company as a sales executive for the west coast.

Executive Vice President John Y. Kim will take on the role of Chairman of New York Life Investments effective January 1, 2011, the company announced today.