Deals & People

Dietrich & Associates has joined the BDO Alliance; Pentegra Hires 403(b) Consultant; Strategic Retirement Partners Expands Northern California Team; and more.

There are some important implications for the future of the retirement advisory industry in the organizational history of LPL Financial’s retirement arm and its acquired businesses, particularly NRP. 

Partnering with Financial Finesse, intellicents is rolling out a new comprehensive financial wellness program.

GFMA Announces New Executive Director; T. Rowe Price Adds Executives to Institutional Business Development; Capview Partners Welcomes Managing Director & Head of Client Relations; and more.

Texas TRS CIO Steps Down; Ibis Capital Expands Retirement Plan Services; HD Vest Hires Chief Investment Strategist; and more.

Pavilion Advisory expands consultant team; American Century Investments names head of ETFs; Deutsche AM expands equities portfolio management team; Lockton hires senior VP; Glenn Reed retires from Vanguard.

As a result of the acquisition, Ascensus will serve approximately 50,000 retirement plans.

Vestwell Hires VP of Sales; Fiduciary Benchmarks Revamping Key Teams; Great-West Investments Expands Leadership Team; and more.

Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more. 

Betterment Expands Board of Advisors; Northern Trust Hires Two for Taft-Hartley Business; SSGA Names Head of Americas Institutional Partnership Sales; and more.

Evercore is selling its institutional trust division to Newport Group

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

An industry veteran with more than 30 years of experience will lead Prudential Financial’s retirement business.

InTrust Fiduciary Joins CAPTRUST; Nuveen Expands DCIO Business; Stadion Names Chief Business Development Officer; and more.

Aria Retirement Solutions Expands Leadership; Cetera Financial Group Appoints Board Member; and more.

Retirement Partner Advisors Joins Resources Investment Advisors; Mason Expands Institutional Investment Practice; Willis Towers Watson Expands Manager Research Team; and more.

The Standard Names 2nd VP of Information Security; GAM Hires Global Head of Marketing; DATAIR Hires ERISA Consultant; and more.

Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.

Arnerich Promotes Senior Consultant; AssetMark Hires Chief Information Officer; LMGC Expands Advisory Space; and more.

Transamerica Expands Retirement Plan Consultant Business; Standard Life Investments Appoints Director of Strategic Relations; OppenheimerFunds Expands Beta Solutions Team