Deals & People

Ascensus Acquires Retirement Educators; Vestwell Partners with Kovack Advisors; LGIMA Expands U.S. Active Fixed Income team; and more.

Mary Jo White, who became the 31st Chair of the SEC in April 2013, will be one of the SEC’s longest serving Chairs.

Voya Expands Retirement Business; First Eagle’s Retirement Investment Solutions Group Takes Flight; Wagner Law Group Adds Partner; WealthPLAN Partners Announces New B/D and Custodian Relationships; and more.

T. Rowe CIO to Retire; Voya Hires VP of ESG; Morningstar Appoints Two New Leaders in Tech; Great Lakes Advisors Hires Managing Director; and more.

In addition to offering retirement-guidance to university employees, Provizr also offers an automated portfolio-management option. 

John Hancock Retirement Services Names Taft-Hartley Plan Consultant; T. Rowe Price Expands Mega Market Sales Team; Broadridge Financial Expands Mutual Fund and ETF Division; and more.

Impax Expands North America Team; Two Executives join Allianz Life; Northern Trust Asset Management Expands Leadership; and more.

Risk Strategies Acquires TSG Financial; Sentinel Names New CEO; and more.

Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more.

Nationwide to Acquire Jefferson National in 2017; Integrated Retirement Hires Former ERISA Lawyer; Hatteras Funds Adds Managing Director of Business Strategy; and more.

Segal Names National Director of Multiemployer Consulting; and Cammack Expands into Southeast With Addition of Consultant.

Segal Rogerscasey to Acquire Marco Consulting Group; VALIC Expands Leadership Team; Pavilion to Attain Slocum; and more.

New regional manager joins OneAmerica; Custodia Financial hires two leaders to manage Retirement Loan Eraser; Voya Financial hires new director; and more.  

 

Current President of Morningstar Kunal Kapoor has been named as the firm’s next CEO. 

New CEO Joins Voya; Capital One Investments Welcomes Six New Financial Advisers; The Retirement Advantage Adds New Regional Sales Consultant; and more.

John Hancock Retirement Plan Services Hires New Consultant; T. Rowe Hires New Investment Leaders; Strategic Retirement Adds New Adviser; Mercer Hires New Leader to Boston Team; and more.

Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.

Voya hires retirement strategist; Multnomah Group hires new consultant; TIAA moving forward with EverBank acquisition; and more.

Lockton Hires New Chief Compliance Officer; New Sales Head Joins The Retirement Advantage; T. Rowe Price Retirement Hires New Sales Executive, and more.

Innovest Portfolio Solutions Hires New VP; Cavalier Investments Appoints New CIO; Raymond James Partners With Plan Adviser Firm, and more.