Deals & People

Standard Retirement Services Inc., known as The Standard, reached a partnership agreement with M Financial Group for the development and distribution of qualified retirement plan services.

Shane E. Conlon has joined Sibson Consulting as a vice president and senior retirement consultant.

Ross Brown joined retirement plan services and consulting firm Verisight Inc. as a senior vice president of institutional sales.

Richard Staves, an investment adviser representative from Cherry Creek Wealth Management Inc., has affiliated with Redhawk Wealth Advisors for wealth management and retirement plan services.

Prudential Retirement named Srinivas Reddy to a newly created role overseeing investments for its full service business.

National Financial Partners Corp., known as NFP, acquired the San Diego-based Washington Wealth Management LLC.

Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.

Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.

Garrett Stinson joined registered investment advisory firm SageView Advisory Group as a managing director.

Peggy Whitmore joined CAPTRUST Financial Advisors, which provides independent investment management services, as a vice president and financial adviser.

At the annual PLANSPONSOR/PLANADVISER Awards for Excellence Dinner, Jim McCarthy, head of workplace and investment solutions at Morgan Stanley, will be honored with the 2014 PLANADVISER Lifetime Achievement...

Registered independent adviser and broker/dealer firm United Planners Financial Services says it is enacting staffing and organizational changes to better serve its adviser partners.

Blue Ridge ESOP Associates has named Kevin T. Rusch as the firm's director of plan administration.

BOK Financial Corporation says it has entered into an agreement to acquire MBM Advisors, a SEC-registered investment advisory firm specializing in retirement and pension plan services.

A new analysis from Charles Schwab finds the sum value of mergers and acquisitions transacted by registered investment adviser (RIA) businesses neared $44 billion in 2013.

Jim Brockelman will rejoin John Hancock Retirement Plan Services as national director, mid-market.

Wells Fargo Retirement has named Betsy Hammond as head of its Nashville-based retirement benefits consulting division.

Alternative asset custody and rollover specialist Millennium Trust Company hired four new vice presidents to assist sales and solution delivery.

PLANADVISER is proud to announce the 2014 PLANSPONSOR Retirement Plan Adviser of the Year Finalists.

Retirement plan services provider Pensionmark Retirement Group added a new partner and branch office to cover Bakersfield, California, and the San Joaquin Valley.