Deals & People

SevenHills Benefit Partners has joined United Benefit Advisors (UBA), an alliance of more than 140 independent benefit advisory firms located in over 165 offices throughout...

Bank of America Merrill Lynch plans to launch a discount online brokerage aimed at young and new investors on Monday, according to published reports.

Charles Schwab has announced a new educational campaign to help young adults facing “financial firsts” as they graduate, start working and begin living on their...

June 17, 2010 - Brewer Financial Services, the full-service broker dealer division of Brewer Investment Group, an independent wealth management firm, announced the addition of four advisers to...

American United Life Insurance Company (AUL), a OneAmerica company, has appointed Donald W. Barden as Southeast regional sales director in the Atlanta Retirement Services office.

State Street Global Advisors (SSgA) has appointed Steve Coyle as head of the U.S. Sub-Advisory business within its Intermediary Business Group.

Manning & Napier Advisors has tapped Patrick Cunningham as chief executive officer and Jeff Coons as president, the Fairport, New York firm announced.

Russell Investments has added personnel in the Americas, Europe, and Asia Pacific in alternative investments.

Joseph B. (Joby) Gruber has been named president of national sales and marketing for American Portfolios Financial Services (APFS).

SageView Advisory Group has hired Tracy Thomas as a Senior Client Relationship Manager in its Irvine, California office.

The Retirement Advantage, Inc. (TRA) announced the acquisition of Benefits Consulting Group, LLC (BCG) of Holyoke, Massachusetts.

Janney Montgomery Scott is further beefing up its fixed income team with the addition of five new hires, the company announced.

Transamerica Retirement Services has hired Chad Brown as regional vice president in the company’s southern region to oversee all sales and distribution activities in western and central Texas....

Workplace law firm Jackson Lewis has opened its 46th office in Milwaukee, Wisconsin. 

Robert Stanley has been promoted to senior vice president of Sales Development, John Hancock Retirement Plan Services (RPS), the company announced.

State Street Global Advisors (SSgA) has appointed Kristi Mitchem to senior managing director and global head of its defined contribution business.

John A. Pickett has joined Raleigh, North Carolina-based CAPTRUST Financial Advisors, leaving RBC Wealth Management’s Institutional Consulting Group.

John Hancock Retirement Plan Services has announced the appointments of six regional vice presidents.

CapTrust Advisors, LLC, announced that James (Jeb) E. Graham is now a firm partner.

The retirement services division at American United Life Insurance Company (AUL), a OneAmerica company, has appointed Thomas E. Pohlmann to the position of regional sales director in the...