Deals & People

Philip Poole has joined Deutsche Asset & Wealth Management as head of research, a new role for the firm.

Jeffrey Hommel and Marc Panasuk joined TD Ameritrade’s retirement planning business as vice presidents for sales and retirement plan solutions.

New York Life announced that John Y. Kim has been elected as a vice chairman of the company.

Michelle Borre and her team of investment analysts have moved within OppenheimerFunds to join the investment firm’s global multi-asset group (GMAG).

Chris Blair joined Mercer’s San Francisco office as a principal for the firm’s defined contribution (DC) adviser specialty practice.

Bill Chetney has been named president of LPL Retirement Partners, a subsidiary of LPL Financial Holdings Inc., effective January 1, 2014.

Christine Johnson joined AllianceBernstein as a senior vice president and head of alternatives product management, a new position for the firm.

Bill Glavin, CEO of OppenheimerFunds, will be replaced by Arthur Steinmetz, the investment firm’s current chief investment officer (CIO), on July 1, 2014.

Kelley Snook Jr. and Paul Housey have joined the broker/dealer and registered investment adviser (RIA) platforms of LPL Financial LLC.

Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added three sales directors to its intermediary retirement plan sales force.

Principal Enterprise Capital LLC hired David Gottschall as managing director and Emily Slovitt as investment manager.

Nicolas Lance has joined the companies of OneAmerica in a newly created position of vice president, retirement income strategies.

Richard (Dick) Davies has returned to AllianceBernstein to lead the firm's defined contribution (DC) business.

The boards of directors of Ameritas Life Insurance Corp. and The Union Central Life Insurance Company approved a merger of the two affiliated insurance companies.

State Street Global Advisors (SSgA) appointed Mark Fortier as managing director and head of global defined contribution (DC) research and product development.

Mercer hired Mark Lawson and Ani Chatmajian within its U.S. benefits administration sales team.

Global asset manager Russell Investments has appointed Josh Cohen, CFA, as managing director, head of institutional defined contribution (DC).

Wells Fargo announced a leadership change in its institutional retirement business.

Transamerica Retirement Solutions added two positions to its pension sales and distribution team.

Fiduciary Investment Advisors (FIA) announced a series of promotions within the firm’s retirement consulting business.