Deals & People

Joseph Dunbar has joined SageView Advisory Group as an investment adviser based in the firm’s Boston office.

Prudential Investment Management has named Michael Schlachter as the head of its multi-asset class solutions group.

Pinnacle Plan Design hired Lauren Okum as a consulting actuary.

Prudential Fixed Income expanded its emerging markets team with the hiring of Matthew C. Duda.

Eric Carlson has joined Retirement Benefits Group as a member of the firm’s retirement plan and individual advisory services staff.

Envestnet Retirement Solutions (ERS), a subsidiary of Envestnet Inc., has completed its acquisition of participant advice and education solutions provider Klein Decisions Inc.

The newly launched Pensionmark Practice Acquisition Group will help retirement advisory firm owners prepare for and execute the sale of all or part of their practice.

Anthony Bunnell and Ryan Tolmie have joined the Securian Retirement sales staff as vice presidents.

Michael Welz has been promoted to president and chief investment officer of USI Advisors, Inc., a subsidiary of USI Consulting Group.

Transamerica Retirement Solutions has named Bill Feldmaier as division vice president for the company’s central region retirement plan sales.

The Guardian Insurance & Annuity Company is expanding its national 401(k) sales staff through the appointment of six new regional vice presidents of retirement plan sales.

LPL Financial reached a partnership agreement with Financial Telesis and Bill Chetney, former LPL Retirement Partners president, to create a new retirement plan advisory firm known as Global...

The London Stock Exchange Group (LSEG) announced its proposed acquisition of the Frank Russell Company from Northwestern Mutual and other, minority shareholders.

Pam Popp will join Lockton as president of retirement services operation, effective September 2.

Northern Trust Asset Management has named Mamadou-Abou Sarr as global head of Environmental, Social and Governance (ESG) Asset Management.

Retirement and college savings plan services provider Ascensus has appointed two new vice presidents to lead national sales and key account management efforts.

Francis (Frank) M. Gregory III was appointed to the new position of chief distribution officer at BPV Capital Management.

A Worksite platform integration lets LPL advisers and reps offer plan sponsors and plan participants access to The Guardian Choice and The Guardian Advantage products.

Only 17% of advisers have a formal succession plan, according to a survey of 771 advisers by SEI.

David Hiss has joined John Hancock Retirement Plan Services as a regional vice president, responsible for sales and relationship development in the Chicago Metro area.