Deals & People

Massachusetts Mutual Life Insurance Company (MassMutual) opened a branch in Phoenix, Arizona, establishing the company’s first corporate office in the western United States.

fi360 has acquired IPS AdvisorPro, a cloud-based technology that helps financial advisers develop customized investment policy statements (IPS).

401(k) recordkeeper and plan administrator PAi has agreed to provide support for United Planners’ advisers.

Rich Ginel joined SageView Advisory Group as a retirement plan consultant based in the Knoxville, Tennessee, office.

Transamerica Retirement Solutions announced the expansion of its pension sales and distribution team with the hiring of Ty Minnich and Cathy Berg.

Wilton, Connecticut-based Commonfund announced three new appointments to support and contribute to the expansion of its Multi-Asset Program for mid-sized nonprofit clients.

Gina Gurgiolo has joined the consulting team of Plan Sponsor Advisors (PSA) as a senior investment consultant.

Patrick M. Murphy has been named head of New York Life Retirement Plan Services (RPS).

Retirement plan and investment consulting firm Plan Sponsor Advisors (PSA) hired Gina Gurgiolo as a senior investment consultant. 

Retirement solutions and financial services provider MullinTBG, a Prudential Financial Inc. company, added seven to its sales and client services lineup.

Independent financial advisers Romaine Macomb and Theresa Donatelli joined independent adviser group office Northstar Wealth Partners (NSWP) alongside Ellie Kasimir, who will continue as the pair’s retirement plan...

Investment research firm Morningstar announced Don Phillips will step down in January 2014 as head of research. The firm has already named Haywood Kelly as his successor.

Joe Stack of 360 Wealth Management partnered with Pensionmark Retirement Group and is now managing director of Pensionmark Dallas.

Wealth and asset management firm Northern Trust added two positions within its defined contribution solutions practice dedicated to expanding participant communications and asset services offerings. 

David Love has been named an institutional sales representative covering the Western region and Maureen Decker a consultant relations manager at Hartford Investment Management Company (HIMCO).

ERISA Fiduciary Advisors (EFA) affiliated with Retirement Plan Advisory Group (RPAG), the largest independent practice management firm in the country.

Institutional investment management firm FRC designated Kathleen Powers Dunlap as partner and chief business strategy officer.

Lincoln Financial Network, the retail sales and planning affiliate of Lincoln Financial Group, appointed Greg Smith as managing principal of Lincoln Financial Advisers Corporation.

MassMutual Northern California hired Douglas W. Van Order as the Sacramento, California-based financial services agency’s next general manager. 

VisionPoint Advisory Group joined LPL Financial’s suite of broker/dealer and hybrid registered investment adviser (RIA) platforms to support its commission and private client fee-based business.