Deals & People January 4th, 2012 Annuity Specialist Acquires Private Pension Company Annuity Think Tank, a website dedicated to annuities, has acquired Private Pension Plan, an educational resource company specializing in private pension plans.
Deals & People January 3rd, 2012 LPL Acquires HNW Consulting Firm LPL Financial is acquiring Fortigent, a provider of high-net-worth solutions and consulting services to RIAs, banks and trust companies.
Deals & People December 23rd, 2011 Pensionmark Gains Dallas-Based Advisory Firm Rycon Financial Group of Dallas, Texas, has joined Pensionmark Retirement Group’s retirement plan advisory network.
Deals & People December 22nd, 2011 Five Members Appointed to 2012 ERISA Advisory Council Secretary of Labor Hilda L. Solis made five appointments to the 2012 Advisory Council on Employee Welfare and Pension Benefit Plans.
Deals & People December 22nd, 2011 MassMutual Makes Leadership Appointments MassMutual promoted three executives to senior vice president.
Deals & People December 21st, 2011 BCG Acquires New Jersey TPA Benefit Consultants Group (BCG) has purchased ARS Retirement Services, a retirement plan third party administration firm.
Deals & People December 21st, 2011 AllianceBernstein Announces Management Changes James A. Gingrich is the new chief operating officer, effective immediately.
Deals & People December 21st, 2011 CBIZ Expands Actuarial and Retirement Business CBIZ, Inc. has acquired the actuarial and retirement plan consulting business of PSA Insurance and Financial Services.
Deals & People December 20th, 2011 MFS Hires DC Specialists MFS Investment Management has hired Peter J. Barron and Murray A. Cleaner to the defined contribution investments (DCI) team as DCI specialists.
Deals & People December 20th, 2011 John Hancock Funds Adds to Institutional Sales Team John Hancock Funds hired Kevin Hogan to be managing director.
Deals & People December 19th, 2011 Freedom One Expands 401(k) Sales Team Freedom One Financial Group added Joshua Mietelski, Casey Progodzinski and Eric Thompson to its team of sales consultants.
Deals & People December 16th, 2011 BlackRock Names Chief Strategist for Fixed Income Jeffrey Rosenberg has joined BlackRock as a managing director and chief investment strategist for fixed income.
Deals & People December 14th, 2011 401(k) Rekon Hires Director of Strategic Relationships 401(k) Rekon has named Mike Ziccardi as director of strategic relationships.
Deals & People December 14th, 2011 Allianz Life Names New President and CEO Allianz Life Insurance Company of North America named Walter White as president and CEO, effective January 1, 2012.
Deals & People December 14th, 2011 300 North Capital Names Institutional Sales Leaders 300 North Capital, LLC named Brown Windle and Christopher Vassilopoulos as senior vice presidents for Institutional Sales.
Deals & People December 13th, 2011 Securian Financial Group Names New President Securian Financial Group appointed Christopher M. Hilger to president, effective January 1, 2012.
Deals & People December 12th, 2011 BofA Continues to Hire Advisers Bank of America plans to add more than 160 Merrill Edge Financial Solutions Advisors (FSAs) across Southern California and Arizona.
Deals & People December 8th, 2011 JPMAM Adds to LDI Team Erin Spalsbury joins J.P. Morgan Asset Management’s Liability Driven Investment (LDI) Solutions group.
Deals & People December 7th, 2011 VALIC Names Managing VP, Relationship Management VALIC has named Troy Dryer managing vice president, relationship management.
Deals & People December 6th, 2011 CAPTRUST Acquires Houston Advisory Firm CAPTRUST is expanding into Texas with the acquisition of Cobb Retirement Solutions.