Deals & People March 28th, 2012 Mellon Appoints Regional Institutional Sales Director Mellon Capital Management Corporation named G. Kent Fleming as director of institutional sales for the northeastern United States.
Deals & People March 27th, 2012 Pentegra Retirement Appoints SVP, National Sales Pete Swisher joined Pentegra Retirement Services as senior vice president of national sales.
Deals & People March 26th, 2012 Invest n Retire Appoints CEO Invest n Retire LLC (INR) appointed Agustin J. (Gus) Fleites as chief executive officer.
Deals & People March 26th, 2012 National Planning Holdings Hires VP National Planning Holdings Inc. (NPH) named Frank Hayn vice president of retirement plans.
Deals & People March 23rd, 2012 Wilshire Associates Appoints President Wilshire Associates Incorporated appointed John C. Hindman president of the firm.
Deals & People March 22nd, 2012 Great-West Appoints Sales Director Great-West Retirement Services appointed Harriet Jacobs regional sales director for its Government Markets business.
Deals & People March 22nd, 2012 Sentinel Changes Portfolio Management Teams Sentinel Investments has changed the portfolio management teams for four mutual funds.
Deals & People March 22nd, 2012 Commonwealth Partners with Fiduciary Benchmarks Commonwealth Financial Network selected Fiduciary Benchmarks to address ERISA’s 408(b)2 fee disclosure regulations.
Deals & People March 21st, 2012 OneAmerica Appoints Sales Director in Indiana The companies of OneAmerica selected Mike Gastineau as regional sales director for retirement business in Indiana.
Deals & People March 20th, 2012 Russell Investments and Lincoln Financial Form Strategic Relationship Russell Investments announced a strategic relationship with Lincoln Financial Network.
Deals & People March 20th, 2012 Great-West Appoints Regional Sales Director Great-West Retirement Services appointed Carey Lindsey as regional sales director for Houston.
Deals & People March 19th, 2012 Wilkes Joins The Wagner Law Group Stephen Wilkes joined The Wagner Law Group in its San Francisco office.
Deals & People March 16th, 2012 CRIC Hires Director of Communications Castle Rock Investment Company (CRIC) added Kristen Sanchez as director of communications.
Deals & People March 15th, 2012 AKT Retirement Plan Services Adds Actuary Paul Petroff joined AKT Retirement Plan Services, LP as an actuary.
Deals & People March 15th, 2012 Beirne Wealth Adds Senior Institutional Consultant Beirne Wealth Consulting, LLC (BWC) added Phil Sloan as a senior institutional consultant for its Institutional Consulting business.
Deals & People March 14th, 2012 Piedmont Independent Fiduciaries Hires VP Piedmont Independent Fiduciaries (PIF) hired Sue Davis as vice president of client services and operations.
Deals & People March 14th, 2012 Pension Planning $olutions Adds Associate Steve Dunlap was hired as an associate at Pension Planning $olutions Inc., a firm that provides fiduciary guidance for retirement plans.
Deals & People March 13th, 2012 Putnam Appoints Investment Product Leader Putnam Investments named Scott C. Sipple as head of investment product management and development.
Deals & People March 13th, 2012 Schwab Hires Carney to Head Retail Branch Network Jeffrey Carney will head Charles Schwab’s retail branch network.
Deals & People March 13th, 2012 CPI Qualified Plan Consultants Names President Jon Prescott has been named president of CPI Qualified Plan Consultants Inc.