Deals & People February 16th, 2011 Great-West Turns to Blitz for NY Post Great-West Retirement Services has appointed Adam Blitz as regional sales director for Long Island, New York.
Deals & People February 16th, 2011 T. Rowe Adds to Retirement Services Sales Team T. Rowe Price announced recent hires within the Retirement Plan Services sales team.
Deals & People February 15th, 2011 Principal Changes LifeTime Funds Portfolio Manager Principal Funds has hired Jeff Tyler as portfolio manager for Principal LifeTime Funds target-date fund series, effective March 1, 2011.
Deals & People February 15th, 2011 SageView Expands to Nebraska and Iowa SageView Advisory Group has hired Jason Smith and Jodi Macleod to work in its newly created Omaha, Nebraska, office.
Deals & People February 15th, 2011 Manulife Acquires Optique Capital Management Manulife Asset Management has acquired Optique Capital Management, a registered investment adviser (RIA) based in Milwaukee, Wisconsin.
Deals & People February 15th, 2011 Trademark Launches Target-Date Collective Trusts Trademark Capital Management has acquired Athens Capital Group, LLC, as part of a national growth strategy.
Deals & People February 15th, 2011 Prudential Real Estate Expands Marketing Team Prudential Real Estate Investors announced that Steven McSkimming and Larry Teitelbaum have joined the U.S. marketing team.
Deals & People February 15th, 2011 Paluch Joins Transamerica Team Transamerica Retirement Services has hired William Paluch as regional vice president in the company’s Central Region.
Deals & People February 11th, 2011 Dial Departs JPMAM Glenn Dial has left J.P. Morgan Asset Management to reportedly take a role with Allianz Global Investors.
Deals & People February 10th, 2011 Putnam Hires Lundberg for Consultant Role Putnam Investments has appointed Anne Lundberg as Senior Vice President and Consultant Relations Manager, Midwest Region.
Deals & People February 9th, 2011 DST Retirement Solutions Hires Sales VP John Farmakis has joined DST Retirement Solutions as vice president of sales.
Deals & People February 9th, 2011 PLANSPONSOR Announces Retirement Plan Adviser and Adviser Team of the Year Finalists PLANSPONSOR, an Asset International company, has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.
Deals & People February 8th, 2011 Guttenberg Joins Bracewell & Giuliani ERISA Practice Jeleen Guttenberg joined the Bracewell & Giuliani LLP law firm, which specializes in employee benefits, ERISA and Executive Compensation matters.
Deals & People February 8th, 2011 Moore Comes Onboard at CPI Frank Moore is the newest retirement plan consultant in the Birmingham, Alabama, office of CPI Qualified Plan Consultants.
Deals & People February 8th, 2011 Wilmington Trust Taps Hughes for Endowment Position F. Mackey Hughes has joined Wilmington Trust as managing director of endowments and foundations for the Wealth Advisory Services (WAS) business, the company announced.
Deals & People February 4th, 2011 Symetra Expands Sales Team Nationwide Symetra Life Insurance Company named John Richter as vice president of National Accounts.
Deals & People February 4th, 2011 ABG Carolinas Joins Pentegra Alliance Benefit Group Carolinas has become a division of Pentegra Retirement Services.
Deals & People February 3rd, 2011 Transamerica Names Regional Vice President Transamerica Retirement Services has hired Steve Marsh as regional vice president in the company’s Southern Region.
Deals & People February 3rd, 2011 Towers Watson Announces Investment Team Changes Towers Watson has hired Michael Hall as West Division Investment Leader.
Deals & People February 2nd, 2011 National Financial to Offer Stifel Nicolaus Research Stifel Nicolaus' equity research will now be available to National Financial broker/dealers (B/Ds) via Streetscape, the online brokerage workstation.