Deals & People

Charles E. “Ed″ Haldeman, Jr., will step down from his positions as chairman of Putnam Investment Management, LLC, president of the Putnam Funds, and member of the Board...

Clearing and custody providers RBC Correspondent Services and RBC Advisor Services, divisions of RBC Capital Markets Corporation, will implement SunGard’s WealthStation wealth management platform.

Towers, Perrin, Forster&Crosby, Inc. and Watson Wyatt Worldwide, Inc. have combined to form a new entity, Towers Watson.

DailyAccess Corporation, a Mobile, Alabama-based plan provider, has acquired the pension and group benefits business of FBD Consulting, Inc.

First in a Series of Global Media Acquisitions Planned by Asset International

Symetra Financial announced that Ernest Jordan has joined the company as managing director of the company’s 403(b) Group Distribution Channel.

The Madison, Wisconsin-based CUNA Mutual Group will acquire CPI Qualified Plan Consultants, Inc.

TIAA-CREF has appointed Tony Cox Head of Consultant Relations.

Former Citigroup senior executives Antonio Cacorino and Fredrick Chapey have formed StormHarbour Partners LP, an independent, 50-professional global markets firm which, through subsidiaries, will focus on capital markets...

Capital Group Inc. has appointed Jason Stefanelli as vice president and institutional sales director with Janus Capital Group Institutional.

Payden&Rygel has hired John Villegas for the firm’s Retirement Services Group.

ExpertPlan, provider of defined contribution plan recordkeeping solutions, announced it has hired Steven Hart as vice president, Sales and Business Development.

M Financial Group, a financial services design and distribution company, announced that Erben Associates, LLC, has become a provisional member firm.

Financial Telesis Inc., (FTI), a full-service broker/dealer and registered investment advisory firm, said employee benefits consulting firm BCI-Group has joined FTI’s network.

BlackRock, Inc., announced Tuesday it has received written notice from Barclays PLC that Barclays’ Board of Directors has formally accepted BlackRock’s offer to acquire Barclays Global Investors (BGI).

Two Oakland County-based, independent investment advisory firms have combined operations, creating what the firms say will be a 'leading investment advisory firm' in Southeastern Michigan, according to a...

ING named Ralph DelSesto as the new head of its TPA Channel, the company announced.

Benefit Plans Plus (BPP) and Qualified Plan Services (QPS) have merged to become the second-largest locally owned third-party administrator (TPA) in the St. Louis region.

MassMutual's Retirement Services Division has been selected by The Austen Riggs Center, based in Stockbridge, Massachusetts, as the new full-service provider for the company's $7 million defined benefit...

The Revzon Consulting Group added Michelle Brooks to its staff as the manager of Participant Recordkeeping Services.