Deals & People May 11th, 2012 PSCA President Announces Plans to Retire David L. Wray, president of the Plan Sponsor Council of America (PSCA), will retire effective September 30.
Deals & People May 10th, 2012 Pensionmark Expands Footprint with Santa Clarita Location Teri Hutchison joined Pensionmark Retirement Group at the firm’s new Santa Clarita office, added to the advisory network in April.
Deals & People May 10th, 2012 Arnerich Hires Van Dyke as Investment Adviser Arnerich Massena Inc. hired Chris Van Dyke as investment adviser.
Deals & People May 10th, 2012 Penn Liberty Adds to Advisory Team Penn Liberty Wealth Advisors, a division of Penn Liberty Bank in Wayne, Pennsylvania, expanded its team with three hires.
Deals & People May 9th, 2012 MassMutual Retirement Adds National Practice Leader to Sales Team Doug DeNigris was named MassMutual Retirement Services Division’s national practice leader for the Taft-Hartley market segment.
Deals & People May 9th, 2012 Segal Hires VP and Consulting Actuary Robert Kurak joined The Segal Company as a vice president and consulting actuary.
Deals & People May 9th, 2012 DCAdvisors Names John Rowe for Client Consulting Group DCAdvisors announced the addition of John Rowe to the client consulting group and the firm’s leadership team.
Deals & People May 8th, 2012 CAPTRUST Names Three to Senior Management Positions CAPTRUST hired three industry veterans in executive positions: Bonnie McCullough, John Curry and Doreen O’Dowd.
Deals & People May 8th, 2012 Commonfund Appoints Director of Consultant Relations Stephen J. Wagenbach, an institutional relationship manager, will lead Commonfund’s efforts in the firm’s Midwest region.
Deals & People May 7th, 2012 Tuttle Announces Plans to Step Down as FPA Executive Director Marvin W. Tuttle Jr., executive director of the Financial Planning Association (FPA) since 2004, said he will step down from the position in 2014.
Deals & People May 7th, 2012 BFT Financial Adds to Advisory Team Travis Crowell joined the firm BFT Financial Group in Bedford, Texas.
Deals & People May 3rd, 2012 ERIC President Announces Retirement Mark Ugoretz, president of The ERISA Industry Committee (ERIC), announced he will retire on June 1.
Deals & People May 3rd, 2012 Pensionmark Names New Wealth Management Adviser Mallory Van Leeuwen, previously with Wells Fargo Advisors, will lead the strategies division at Pensionmark Retirement Group.
Deals & People May 2nd, 2012 SageView Adds Three Investment Analysts SageView Advisory Group announced Melissa Burley, Arley Reyes and Bijan Khairollahi as the newest members of its investment team.
Deals & People May 2nd, 2012 Cambridge Teams with Fiduciary Benchmarks Cambridge Investment Research Inc. selected Fiduciary Benchmarks to meet ERISA’s 408(b)2 disclosure regulations, slated to go into effect July 1.
Deals & People May 1st, 2012 Aria Appoints Two to Senior Sales Positions Aria Retirement Solutions announced Tyler Randall and Holly Onachilla joined the firm in senior sales positions.
Deals & People April 30th, 2012 Retirement Revolution Names Northeast Sales Leader The recordkeeper and custodial service provider Retirement Revolution named Gary Crane business development officer for the northeast.
Deals & People April 30th, 2012 Genworth Financial Names Chief Investment Officer Daniel J. Sheehan IV has been named senior vice president and chief investment officer of Genworth Financial Inc., effective April 30.
Deals & People April 27th, 2012 Wells Fargo to Acquire Merlin Securities Wells Fargo Securities said it had agreed to acquire Merlin Securities LLC, a prime brokerage services and technology provider.
Deals & People April 27th, 2012 NFP Chair and CEO Bibliowicz Announces Plans to Step Down National Financial Partners Corp. (NFP), a provider of benefits, insurance and wealth management services, said Friday it had begun implementing a management succession plan.