Deals & People

This week: Jefferson National creates an investment and research position, CBIZ makes another acquisition, Arnerich Massena names a division managing director and more.

This week: Amundi Smith Breeden’s new hire, and TPA United Retirement Plan Consultants partners with a data and tech recordkeeping provider.

Larry Zimpleman, who worked at The Principal Financial Group for 44 years in various roles, will retire in January.

In her new role at Voya Financial, Mary Witherow takes on responsibility for client satisfaction, retention and growth in the large corporate market. 

The parent company of PLANADVISER says the appointments were made in support of an expansion plan.

This week: a $2.9 billion team leaves Merrill Lynch for Raymond James; MassMutual’s newest acquisition; and a new COO for Global Retirement Partners (GRP), and more.

TD Ameritrade’s CEO to retire; a strategic alliance for PEI and Proteus; new hires at Hartford Funds, Delaware Investments and more. 

New hires at JULY, LGIMA and RAM, new research resource at Morgan Stanley, and Mercer launches DC and Financial Wellness unit.

Not convinced that robo-advisers are shaking up the defined contribution retirement plan advisory space? This week’s news that digital-advice darling Financial Engines will acquire a firmly established traditional...

This week brings the retirement of FINRA’s chief executive, a merger of compliance consulting firms and more.

This week brings new hires at Northern Trust Asset Management and SageView Advisory, and a business deal for Alliance Benefit Group.

This week brings new hires, promotions and acquisitions at T. Rowe Price, Wilshire Consulting, Envisage, and more.

New hires and promotions at BlackRock, The Retirement Advantage, ARA and more, and a new director takes the helm of the PBGC.

PlanMember Financial Corporation says it will “ally” with Washington-based Interpacific Investors Services Inc., a national marketing and distribution firm.

The professional services firm has acquired Pension Resource Group Inc.

This week brings new hires at LPL and Securian Financial.

Pensionmark and CAPTRUST executives talk about their strategic partnership.

Genstar Capital and Aquiline Capital Partners agree to acquire Ascensus Inc.

Pensionmark Financial Group welcomes Rogers Financial as its newest adviser affiliate.

“Scale is a very important part of the economics that drive this business,” says Kent Callahan, president and CEO of Transamerica’s Investments and Retirement Division. He told PLANADVISER...