Deals & People

Financial services tech provider Broadridge Financial Solutions has been named as a preferred LPL vendor.

The acquisition adds $5 billion in assets and grows CAPTRUST’s assets under advisement to more than $180 billion.

Cetera Financial Group confirms plan to close J.P. Turner brokerage. 

Jamie Ohl leaves Edward Jones for Lincoln Financial Group; Daniel Caffrey joins The Retirement Advantage; Barbra A. Byington and Christopher Jarmush receive promotions at Gallagher Fiduciary Advisors; Brett...

Meiji Yasuda is a prominent group benefit insurance company in Japan.

Joseph Gill joins Rothschild’s Asset Management Institutional Sales team; Diana Jordan comes to Unified Trust Company; Julie Niccum rejoins Ascensus.

In the wake of David Tyrie’s move to a different unit, Bank of America has announced a number of staff changes.

Deana Calvelli joins Lockton; Brett Dutton comes to PNC Institutional Asset Management; Sharon Mossman and Douglass Heckman join RidgeWorth; Securian adds John Kibbe and Steve Chappell to institutional...

Daniel Cascarano has been named vice president of national accounts and institutional sales at 361 Capital.

Daniel Barry will join the Mountain West office.

BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.

Antonio Duarte has joined Fiduciary Investment Advisors as a consultant.

MassMutual’s new pension buyout business leader takes on the role during a peak time for risk transfer activity.

WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.

Alliance Benefit Group has added The Retirement Plan Company to its national network.

F-Squared Investments has filed for bankruptcy and agreed to sell its intellectual property, investment strategies and investment management contracts.

Morgan Stanley veteran Charles Reinhard will lead portfolio strategy and thought leadership provided to advisers and investors.

Too much time is spent on fees, funds and fiduciary, and not enough on the point of a retirement plan: how successfully participants retire, says RPA’s Todd Timmerman.

LPL Financial has been selected to provide clients of Retirement Planning Analytics with fee-based investment advisory services.

Benefit Plans Administrative Services (BPAS) has acquired the defined contribution plan administration practice of Lifetime Benefit Solutions (LBS).