Deals & People November 7th, 2012 OneAmerica Adds Sales Director in Michigan The companies of OneAmerica selected Duane Jeffers as regional sales director for retirement business in Michigan and Northwest Ohio.
Deals & People November 5th, 2012 Calvert Gets New Relationship Director Amy Mathis has joined Calvert Investments as director of relationship management.
Deals & People November 2nd, 2012 CFP Board Chair to Step Down Alan Goldfarb, chairman of the board for the Certified Financial Planner Board of Standards, resigned his post effective immediately.
Deals & People October 31st, 2012 Lion Street Names Lefferts President John Lefferts joined Lion Street’s management team as president of Lion Street Financial and Lion Street Advisors.
Deals & People October 31st, 2012 Fiduciary Investment Advisors Expands Team Fiduciary Investment Advisors (FIA) hired Robert A. Corlito as an investment consultant in the Boston office.
Deals & People October 31st, 2012 First Allied Acquires The Legend Group First Allied Holdings Inc. acquired The Legend Group.
Deals & People October 25th, 2012 Asset International Acquires 529 College Savings Conference Asset International Inc. agreed to acquire Savingforcollege.com’s 529 Conference and Boot Camp from JFH Innovative LLC.
Deals & People October 25th, 2012 WMSI Acquires Archimedes Systems Wealth Management Systems Inc. (WMSI) has acquired Archimedes Systems Inc.
Deals & People October 24th, 2012 Segal Rogerscasey Canada Adds Executives John DeMairo, chairman and chief executive, Segal Rogerscasey Canada, announced executive appointments in the firm’s Toronto office.
Deals & People October 23rd, 2012 fi360 Appoints Stocke CFO Patricia Stocke was named chief financial officer of fi360.
Deals & People October 23rd, 2012 CAPTRUST Expands Footprint With N.Y. Office The newest office of CAPTRUST Financial Advisors opened in Manhattan.
Deals & People October 22nd, 2012 Callan Hires VP of Custody Consulting Practice Callan hired Mark Kinoshita as vice president in the Trust, Custody and Securities Lending group.
Deals & People October 22nd, 2012 RMB Capital Names Elegante Portfolio Manager Joseph Elegante has been appointed portfolio manager for RMB Asset Management, an independent advisory firm headquartered in Chicago.
Deals & People October 18th, 2012 The Schaeneman Group Joins Morgan Stanley The Schaeneman Group has joined the Morgan Stanley Wealth Management office in Hartford, Connecticut.
Deals & People October 17th, 2012 CPI Names Cavalier B/D Relationships Director Bill Cavalier was promoted to director of broker/dealer relationships at CPI Qualified Plan Consultants Inc.
Deals & People October 17th, 2012 Forward Adds Health Care Investments Team Forward Management LLC has formed the Asymmetry global health care team.
Deals & People October 16th, 2012 Guardian Retirement Names National Sales Manager Stephen Davis has been appointed national sales manager of Guardian Retirement Solutions.
Deals & People October 15th, 2012 SLW Retirement Plan Names New Adviser John Negrete has joined Sitzmann Lavis White LLC (SLW Retirement Plan Advisors), a retirement plan advisory firm, as a retirement plan adviser.
Deals & People October 12th, 2012 Baden Retirement Names Manager Jaron Havens has been appointed manager at Baden Retirement Plan Services, an Acensus company.
Deals & People October 12th, 2012 Capital Guardian Adds Retirement Team Jim Lowry and Beau Horack, founders of Carolina Retirement Group in Huntersville, North Carolina, have joined Capital Guardian LLC.