CPI Opens Birmingham Office
CPI Qualified Plan Consultants will be opening an office in Birmingham, Alabama, with Wayne Bosch at the helm.
Deals & People
Manning and Wallace Tapped for DailyAccess Sales Posts
Michael Manning and Jeffrey Wallace have been named Regional Sales Directors for the DailyAccess Corporation.
Sentinel Benefits to Open New Office in North Carolina
Sentinel Benefits & Financial Group (SBFG) has named Vanessa Watkins as Vice President.
ING Names President of Individual Retirement Investor Channel
ING has named Dan Hanlon president of its Investor Channel within its Individual Retirement business.
Wilmington Trust Names Baldwin Moody to Risk Management Role
Wilmington Tryst has hired Carol Baldwin Moody as senior vice president and chief risk officer to head a newly centralized Enterprise Risk Management Division.
Northern Trust New Hire to Increase Exposure to Public Funds Market
Northern Trust announced that Luke Howe has joined the Client Solutions Group at its asset management arm, Northern Trust Global Investments (NTGI).
Chatham Partners Announces Director of Multi-Client Research
Chatham Partners announced that Luis Fleites has joined the firm as Vice President and Director of Multi-Client Research.
Hartford Shakes Up Wealth Management Unit
The Hartford is restructuring its Wealth Management unit, breaking it into four segments: global annuities, mutual funds, retirement plans, and individual life, under wealth management president David Levenson.
McColgan Joins Primerica Board of Directors
Ellyn McColgan, the former head of wealth management at Morgan Stanley, has joined the board of financial services firm Primerica Inc., according to a recent announcement.
O’Connor Moves to MSSB
Ed O’Connor has joined Morgan Stanley Smith Barney as managing director and the head of Retirement Services.
Nationwide Announces Retirement Income Team Leader
Nationwide Financial Services, Inc. announced that Kevin McGarry will serve as director, retirement income strategies, for the company.
Beloit College Releases “Mindset List” for the Class of 2014
Since August 1998, Beloit College's annual warning against dated references has reviewed the cultural milestones of a new college class.
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.