Deals & People

Acquisition of MarketRiders Boosts Offerings; GW&K Appoints New Partners; Apriem Advisors Appoints VP of Wealth Management; and more.

Goldman Sachs to Acquire OCIO Business; HealthSavings Administrators Appoints Industry Vets to National Sales Team; The Standard Hires Plan Consultant; and more.

American International Group Expands Retirement Business; OneAmerica Appoints President of Individual Insurance and Retirement Services; PenChecks Hires VP of Institutional Sales; and more.

Nationwide Combines Public and Private Retirement Plan Teams; Lincoln Financial Names New President of Tax-Exempt Retirement Plans; Consequent Capital Management Acquires Gray & Company Assets; and more. 

Aon plc, President & CEO Greg Case said, "We believe that this platform will thrive under Blackstone’s ownership as a focused, standalone company."

MassMutual Appoints 5 Managing Directors in Retirement Services; OneAmerica Appoints Head of Guaranteed Income Products; Fiduciary Vest Names New Partner; and more.

Paychex Adds LPL Financial’s Employee Advice Solution; Amerilife Names New CEO; New Sales Consultant Joins The Retirement Advantage; and more.

This week PLANSPONSOR, the sister publication of PLANADVISER, is revealing the finalists for its 2017 Plan Sponsor of the Year Awards.

This week our fellow Strategic Insight publication, PLANSPONSOR, is announcing the finalists for the 2017 Plan Sponsor of the Year Awards; find out who is being recognized here. 

New York Life Names New CIO; Allianz Life Appoints New Senior VP; GW&K Creates General Counsel Position 

Morningstar Expands Executive Leadership Team; Mercer Advisors Acquires Novos Planning Associates; FPA and T. Rowe Price Launch Active Management Educational Initiative; and more.

Lincoln Investment Capital Holdings Purchases Legend Group Holdings; Morgan Lewis Extends Employee Benefits Services with Three New Partners; AllianzGI Acquires Sound Harbor Partners; and more

T. Rowe Price Retirement Expands Small-Market Sales Team; Lockton Expands Retirement Business; Virtus Investment Partners Acquires RidgeWorth; and more.

TIAA Hires New President; Mass Mutual Appoints Community Responsibility Director; Mercer Acquires Thomsons Online Benefits; and more.

Community Bank Systems to Acquire Northeast Retirement Services; IFM Names Development Director; PGIM Names Head of Research for Institutional Advisory Services; and more.

The LPL board has appointed Dan Arnold, current LPL president, to be president and CEO effective upon current CEO Mark Casady’s retirement. 

John Hancock Expands Institutional Sales Team; CUNA Mutual Retirement Tackles TPA Market; OneAmeirca Appoints Regional Sales Director; and more.

Fidelity CEO Abigail Johnson to Succeed Father as Chairman; Hatteras Welcomes Back Managing Director; AB Creates Chief Marketing Officer Role

 

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.