Deals & People

Promotions, additions and acquisitions at Rothschild Asset Management, Benefit Controls of the Carolinas, Russell Investments and more.

Transamerica will become the preferred defined contribution recordkeeping provider for Mercer's total benefit outsourcing and total retirement outsourcing clients.

The firm is absorbing a wealth manager based in Dayton, Ohio.

The deal will accelerate Millennium Trust’s growth as a provider of asset custody solutions.

Promotions, hires and additions at BPAS, Hatteras Funds and Westwood Holdings.

Expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New...

NFP scoops up two more advisory firms in the California market. 

Six firms have joined GRP Advisor Alliance.

Promotions in the Index funds division at LGIMA.

New hires and promotions at Cafaro Greenleaf, McDermott Will & Emery, Lincoln Financial Group and more.

New hires and promotions at Prudential Retirement, Northern Trust, Commonwealth Financial Network and more.

The deal combines B2B technology-enabled advice capabilities and world-class investment and risk management solutions.

New hires and promotions at Nationwide, Mercer Investments, John Hancock Retirement Plan Services, LPL Financial and more.

Dallas Salisbury will leave EBRI after 37 years as CEO of the nonpartisan, nonprofit research institute.

"This is an exciting time for Asset International and its 11 business units to engage more thoroughly with our clients, with whom we already enjoy deep, broad and...

Kravitz opens and staffs a new Chicago office; Jody Ackerman joins John Hancock RPS as a regional vice president; Chris Barrett joins Stadion as a regional vice president;...

Pen-Cal has become a Lion Street Owner-Firm.

The two firms have complementary technology solutions and services, according to an announcement.

Symetra provides employee benefits, annuities and life insurance.

Among the week's people moves, Kimberly Shaw Elliott and Jay Bloom joined Independent Financial Partners, John Carbone and Matthew Goldberg signed on to Fred Alger Management, and Jessica...