Deals & People

The program, offered in conjunction with The 401k Coach, is designed to help advisers grow and more effectively manage their retirement plan business.

Intercare Insurance Solutions, a benefits consulting firm, has acquired retirement planning firm SFG Benefits Financial.

National Retirement Partners, Inc. (NRP), announced its acquisition of Bryan, Ohio-based broker/dealer Oberlin Financial Corp.

Standard&Poor's is selling its mutual fund data business to Morningstar, including mutual fund data on performance, rankings and holdings on more than 135,000 funds in over 30 countries,...

Charles Schwab Corp. has tapped Walt Bettinger II, head of its investor services unit, as president and chief operating officer.

Former U.S. Representative Harold E. Ford Jr. has been hired by Merrill Lynch&Co.

AIG SunAmerica Retirement Markets has announced a partnership with plan administrator PAi, Inc., as part of AIG’s Polaris401 (k) program for small- to medium-sized companies.

XShares Advisors LLC has announced its agreement with Elliott Wave International, Inc. (EWI) to create exchange traded funds (ETFs) based on technical methods developed or validated by EWI.

SunGard has announced a joint marketing agreement between its ProNvest and Signix business units with Wealth Management Systems Inc. (WMSI), a provider of technology-based rollover services.

Boston-based State Street Corporation announced Monday that it has agreed to buy Investors Financial Services Corporation in a stock transaction worth approximately $4.5 billion.

Portland, Oregon-based Invest n Retire will now offer PowerShares exchange-traded funds (ETFs) on its platform for tax-deferred retirement plans, the companies announced yesterday.

Pershing LLC has formed an alliance with PriceMetrix Inc. that will help Pershing’s introducing broker-dealer customers better evaluate their businesses and identify growth opportunities.

JPMorgan Funds has hired David Musto, formerly of Prudential Retirement, as Managing Director of its Retirement and Defined Contribution Investment Only (DC/IO) business and Glenn Dial, formerly of...

AllianceBernstein Institutional Investments announced Tuesday that Sharon French has been named as managing director of defined contribution business development and client relations.

BISYS Fund Services has tapped Joseph Mrak as senior vice president and general manager for its managed account outsourcing business, WealthSolutions.

M Benefit Solutions - Bank Strategies has added Corrigan&Company to its lineup of Community Bank Advisor Firms.

The investment management arm of State Street Global Corporation is rebranding its exchange-traded funds (ETFs), ending the streetTRACKS label and consolidating under the SPDR brand, in an effort...

Teresa Mullett Ressel has been appointed as the new Chief Executive Officer of UBS Securities LLC, the US broker-dealer unit of UBS Group Americas, the company announced today.

Ann Combs, who helped shape national pension and employee benefit policy during five years as head of the Employee Benefits Security Administration (EBSA), will be taking a new...

Benefits Advisory Group (BAG) has been purchased by Sitzmann Morris&Lavis (SML), an independent based insurance advisory firm in Oakland, California.