Deals & People

Affiliated Computer Services (ACS) announced that it is partnering with Wealth Management Systems Inc. (WMSI) to offer a suite of rollover distribution options.

The Hartford Financial Services Group has named Keith Sloane to the newly created position of senior vice president to lead the company’s mutual fund and 529 businesses.

Lincoln Financial Advisors has hammered out an agreement with the American Osteopathic Association (AOA) to give AOA members access to Lincoln advisers’ services.

WealthTrust LLC announced it has signed definitive agreements to acquire Fairport Asset Management, a Cleveland, Ohio-based wealth management firm, and Axiom Asset Management, a Radnor, Pennsylvania-based wealth management...

The PNC Financial Services Group, Inc. has signed a definitive agreement to acquire Lawrenceville, New Jersey-based Albridge Solutions Inc., a provider of portfolio accounting and enterprise wealth management...

The Online 401(k), a provider of full-service Web-based 401(k) plans for small and single-person businesses, has announced its partnership with KG Advisors.

Dietz&Lynch Financial Group has unveiled an enhanced suite of retirement plan consulting services.

BISYS Retirement Services, on Monday unveiled its new name: Ascensus.

Following billions of dollars in write-downs and an unauthorized look to Wachovia Corp. for a possible merger, Stan O'Neal will reportedly be leaving his post as CEO of...

Prudential Annuities, the domestic annuity business for Prudential Financial, Inc., has partnered with the University of Pennsylvania’s Wharton School to launch an executive education program that will provide...

Lincoln National Corporation has expanded its Defined Contribution Intermediary Sales distribution team, bringing the number of external wholesalers for its wirehouse and independent adviser channels to 20 per...

Adam Miloro has joined Boston-based benefits consulting firm Longfellow Benefits as an account executive, focusing on retirement-plans.

Citigroup Inc. has tapped Jeffrey Applegate to be chief investment officer of its Citi Global Wealth Management unit.

Ladenburg Thalmann Financial Services Inc. announced it has acquired all outstanding shares of Investacorp Inc. and related companies.

Wilshire Associates Incorporated has named Lawrence Davanzo as president of the firm, with Dennis Tito, one of the firm’s founders, retaining his role as Chairman and Chief Executive...

Citi Markets&Banking has been selected by Harding, Loevner Management, L.P. to be the service provider for the investment adviser's retail separately managed accounts (SMA) business.

Synapses Inc., a provider of personalized 401(k) education, products and services, has been selected by Corporate Benefit Advisors, Inc. (CBA) to evaluate CBA’s 401(k) customers at the participant...

MassMutual's Retirement Services Division has added six new sales representatives to its institutional sales team over the past several months, the company announced.

Fiserv, Inc., a provider of information technology services to the financial industry, has announced it has acquired BancIntelligence, an online advisory solution for financial institutions.

Beneficial Investment Services, Inc. (BIS), the newly established broker-dealer and registered investment adviser of Beneficial Financial Group, has announced the recent enhancement of its investment platform through an...