Deals & People

DWC Adds Marketing Director Position; Account Executive Joins Voya; Hancock Whitney Chooses Envestnet for Broker-Dealer Lines; and more.

Voya Adds Account Executive for Large Corporate Market Business; Stadion Appoints Vice President of Business Development; OneAmerica Hires Client Relationship Executives; and more.

Fifty-three percent expect to become millionaires, TD Ameritrade found in a survey.

Barrow Hanley Expands New Bank Loan Team; Aviva Appoints Institutional Sales Head; ABG Expands into Mid-Atlantic Region; and more.

Principal Acquires Finance Tech Company to Offer Adviser Solutions; Voya Promotes Industry Veteran to Regional VP of Small-Mid Corporate Markets; CAPTRUST Board of Advisors Sees Leadership Changes; and...

Transamerica Expands Distribution Team; Alliance Aims to Extend Expertise in HR Industry; Procyon Partners Appoints Experienced Adviser to Portfolio Manager Position; and more.

ABG Brings in Business Development Officer for Retirement Plans and HSAs; FIS Group Hires SVP to Manage Sales and Marketing; BPAS Joins LPL Financial Retirement Partner Program; and more.

Barrow, Hanley Hires Director of Client Development for Fixed Income Strategies; Former SEC Counsel Joins Morrison & Foerster as Partner; Transamerica Veterans Expand Distribution Roles; and more.

External Wholesaler Joins BPAS; Past Trader Joins PanAgora as Head of Trading and Implementation; American College of Financial Services President Resigns; and more.

The deal is for $45.00 per share in cash, for a total value of $3.02 billion.

Ascensus Appoints Industry Veterans to Board of Directors; Brinker Capital Grows Sales Division with Four Appointees; Goodwin Adds Partner to ERISA Team; and more.

Wealth Management Solutions Firm Joins Kestra Financial; AXA Hires Executive for Life, Retirement and Wealth Management Business; T. Rowe Price Expands Retirement Plan Services Team with New Hires;...

The Standard Adds Retirement Specialist to Denver Office; New Regional SVP for TPA Services at Pentegra; Industry Veteran to Serve as SVP and Sales Director at USICG; and...

Amid a glut of retirement plan industry litigation and regulatory change, advisers are asking the twin questions of whether one owes a fiduciary duty to their client, and...

Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.

Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.

External Wholesaler Joins BPAS; Lincoln Employs Sales Directors to Retirement Distribution Team; Mid Atlantic Partners with Parthenon and Waterfall; and more. 

Securities American Adds Super OSJ and Financial Firms to Platform; Debel to Lead Retirement Solutions at MetLife; Transamerica Names Promotions and Hires in U.S. Offices; and more.

Brokerage Solutions Firm SaveDaily Hires Industry Veteran as CEO; Business Development Director Becomes RVP at John Hancock; OM Asset Management Rebrands as BrightSphere Investment Group; and more.

The Bipartisan Budget Act of 2018 established the committee and requires that it hold public hearings, and vote on its findings and legislative recommendations no later than November...