Deals & People

Retirement Plan Advisory Group (RPAG) has recruited David W. Stecher as national practice leader for Executive Benefits Consulting.

LPL Financial Corporation said that Derek Bruton, executive vice president and national sales manager, has assumed oversight of the company's Hybrid RIA platform.

Deutsche Asset Management (DeAM), Deutsche Bank’s global asset management business, has announced the formation of two independent investment boutiques.

VALIC has been selected by the University of Alabama System (UAS) as a 403(b) plan provider for its more than 19,000 faculty and staff members.

U.S. Retirement Partners has acquired a specialized plan firm in Florida for its national network of 403(b) benefits providers serving the K-12 market segment.

New York Life Investments has announced that Drew Lawton will replace Don Salama as head of New York Life Retirement Plan Services (RPS).

Sustainable Asset Management (SAM), a global provider of sustainability investing and the co-developer of the Dow Jones Sustainability Indexes, has hired Neil Johnson to lead its North American...

Westminster Consulting, the ERISA/Fiduciary Consulting business unit of Westminster Financial, LLC, has hired Eric Grimes to the position of senior consultant.

USI Consulting Group has promoted Kenneth Hyne to Investment Advisory Services practice leader and president of USI Advisors, Inc.

Russell Investments has appointed James Polisson as managing director of Russell’s global ETF business and Andrew Arenberg as managing director of global ETF distribution.

Great-West Retirement Services has appointed Tanya Rinebarger as communications consultant for its 401(k) business, the company announced.

After three years as second in command at Fidelity Investments, President Rodger Lawson has announced he will step down from the post at the end of March.

StanCorp Equities, Inc. (The Standard), has named Jim McCrory as regional pension manager to direct the firm’s retirement plan sales team in the Southeast.

Security Global Investors (SGI) has named Jerome Abernathy and David Beeman to its quantitative investment and development/management teams to help shape the firm's efforts in alternative products.

Robert McCann, CEO of UBS Wealth Management Americas, has filled out the firm’s leadership team with former Merrill Lynch executives, according to news reports.

Great-West Retirement Services has appointed Ryan Derbes as regional sales director for West Florida, the Florida Panhandle, and Southern Alabama.

Fiduciary Investment Advisors, LLC says that Christopher Rowlins has joined the Windsor, Connecticut-based firm as a consultant.

Institutional investment consultant Rogerscasey has struck a deal with Lowenhaupt Global Advisors (LGA) to offer Rogerscasey’s institutional investment expertise to families and individuals served by Lowenhaupt Global Advisors.

GE Asset Management (GEAM) has named Chris Adey to the newly created role of global consultant relations leader.

Archimedes Systems has announced the appointment of Stephen Daniels as director of Retirement Planning Solutions.