Deals & People

Mercer Advisors and GFS Create RIA Firm Integration; Cetera Creates New Channels and Enhances Leadership Team; Nationwide Hires Lead for Retirement Institute; and more.

Financial Engines Offers Services to ADP Clients; Nuveen Expands DCIO Team with Promotions and New Hire; Lucas Takes the Helm at EBRI; and more.

Lucas explains to PLANADVISER key initiatives for the Employee Benefit Research Institute's future.

OneAmerica Reveals Leadership Changes Within Company; TRA Acquires ACS to Expand Northeast Region; USI Hires SVP and Regional Sales Director; and more.

Past Regional Wholesaler Promoted by John Hancock; Willis Towers Watson Appoints U.S. Head of Asset Management Exchange; Qualified Plans LLC Joins Ascensus TPA Solutions; and more.

AndCo Adds New Compliance Officer to Team; RIA Firm Partners with Focus; Securian Financial Group Hires Regional Sales Vice Presidents for Small and Midsize Employers; and more.

Allianz Hires Director for Marketing of Tools and Services; Colony Enacts Mergers with Bridgewater Wealth and BWA; Three Bell Capital Partners with BPM Advisors; and more. 

Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and...

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.

T. Rowe Price brings in new head of CEDT Innovation Center; Kestra Financial adds specialists to adviser platform; USI Consulting hires assistant vice president of retirement services; and...

AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.

T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more. 

Nikki Newton is appointed president of Ivy Distributors Inc.; John Hancock Retirement Plan Services forms a new leadership team charged with enhancing the delivery of large customized retirement...

Industry veteran joins Meeder as SVP; PGIM Investments appoints chief marketing officer to drive global expansion; FS Investments hires national sales manager to oversee sales professionals; and more.

Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research Group; Recordkeeping and Consulting Firm Joins ABG 

Regional Director for Qualified Retirement Plan Sales Joins Pentegra; ABG to Partner with Stadion for Managed Account Retirement Strategy; Provident to Move Into Ascensus’ Retirement Division 

Mesirow Adds Seven-Person Investment Management Team; Mercer Hires Principal of Client Management; Hilb Group Acquires BKC to Expand Midwest Offices; and more.  

The Standard Hires Officer of Compliance and Ethics; Willis Towers Watson Appoints Head of Investment Solutions; Director of Fund Administration Joins Triloma; and more.