Deals & People
PFM Group Names Chris Blackwood Senior Managing Consultant
Chris Blackwood has been tapped as Senior Managing Consultant at the new Denver office of PFM Asset Management LLC (PFMAM) .
Transamerica Teams with AllianceBernstein to Launch Dynamic Allocation Fund
Transamerica Asset Management Group says it will offer the Transamerica AllianceBernstein Dynamic Allocation VP fund.
RPAG Adds MPI’s Stylus Web to Scorecards
Retirement Plan Advisory Group (RPAG) has partnered with investment research and technology provider Markov Processes International (MPI) to enhance RPAG’s Scorecard System Generator.
BofA May Unload BlackRock Stake
Bank of America Corp. (BofA) may be divesting itself of its 34% share of BlackRock Inc., according to published reports.
Driscoll Appointed as Senior Consultant at MHK Group
Michael Driscoll has joined the MHK Group, a National Retirement Partners member firm, at its Milwaukee, Wisconsin office.
John Hancock Beefs Up Its Western Division
John Hancock Retirement Plan Services (RPS) has hired two regional vice presidents (RVPs) in its Western Division.
Sanderson Appointed as Hartford Govt. Plans VP
The Hartford Financial Services Group has tapped Scott Sanderson as vice president, government market and client management in the Retirement Plans Group.
QS Investors Launches in NY
QS Investors, LLC has opened its doors as an independent institutional investment firm based in New York.
CPI Adds Retirement Plan Consultant for Denver
CPI Qualified Plan Consultants, Inc. announced that David Jurczak has accepted the position of retirement plan consultant for Denver, Colorado.
Natixis Appoints Executive to Oversee Distribution
Natixis Global Associates (NGA) has announced the appointment of Matt Coldren, executive vice president, to head its retirement strategy group.
Lockton Hire to Expand Investment Advisors/Financial Advisors Practice
The Washington D.C. office of Lockton Companies has announced that Shelly H. Horwitz will join the firm as an account executive in the retirement and financial services area,...
Crane Gets New Transamerica Sales Job
Transamerica Retirement Services has promoted Jason Crane to senior vice president and national sales director.
Ehn Named to M&I Adviser Post
M&I Institutional Trust Services (M&I) has appointed Janet L. Ehn as director of consultant and advisor relations.
Kim Adds CIO to his List of Titles
New York Life Insurance Company announced that Executive Vice President John Y. Kim, 49, will add the Chief Investment Officer post to his other duties at the end...
NY Money Manager Opens Doors with $9B AUM
Global Thematic Partners (GTP), an independent investment management firm that focuses on worldwide thematic investments, has launched with approximately $9 billion in assets under management.
Two FAs Form Colorado Advisory Firm
Financial advisers Steve Jones and Seth Gunderson have formed Tenacity Investment Group, an independent Longmont, Colorado-based firm offering services through Raymond James Financial Services.
Independent Adviser Growth Spurs Wells Fargo Realignment
Wells Fargo Advisors Financial Network, LLC (WFAFN) says it “expanding and realigning” its Supervision Team in anticipation of continued growth in its independent financial advisor...