Deals & People

Capital Group Inc. has appointed Jason Stefanelli as vice president and institutional sales director with Janus Capital Group Institutional.

Payden&Rygel has hired John Villegas for the firm’s Retirement Services Group.

ExpertPlan, provider of defined contribution plan recordkeeping solutions, announced it has hired Steven Hart as vice president, Sales and Business Development.

M Financial Group, a financial services design and distribution company, announced that Erben Associates, LLC, has become a provisional member firm.

Financial Telesis Inc., (FTI), a full-service broker/dealer and registered investment advisory firm, said employee benefits consulting firm BCI-Group has joined FTI’s network.

BlackRock, Inc., announced Tuesday it has received written notice from Barclays PLC that Barclays’ Board of Directors has formally accepted BlackRock’s offer to acquire Barclays Global Investors (BGI).

Two Oakland County-based, independent investment advisory firms have combined operations, creating what the firms say will be a 'leading investment advisory firm' in Southeastern Michigan, according to a...

ING named Ralph DelSesto as the new head of its TPA Channel, the company announced.

Benefit Plans Plus (BPP) and Qualified Plan Services (QPS) have merged to become the second-largest locally owned third-party administrator (TPA) in the St. Louis region.

MassMutual's Retirement Services Division has been selected by The Austen Riggs Center, based in Stockbridge, Massachusetts, as the new full-service provider for the company's $7 million defined benefit...

The Revzon Consulting Group added Michelle Brooks to its staff as the manager of Participant Recordkeeping Services.

ING Investment Management Americas named Michael Forstl as vice president of business development.

Standard Insurance Company, a subsidiary of StanCorp Financial Group, Inc., said it has been selected by a consortium of 15 school districts in southeast Michigan to become their...

Wilmington Trust has named Charles Russella as president of Wilmington Trust Retirement and Institutional Services Company (WTRIS).

Morgan Stanley announced today that Henry McVey, who previously worked at Morgan Stanley for more than a decade, is returning to the firm.

Mercer and Putnam Investments announced Wednesday that Mercer will now provide all plan services for existing Taft-Harley clients that had been serviced by both firms.

A Los Angeles law firm well known in the retirement services space for its expertise in Employee Retirement Income Security Act (ERISA) fiduciary issues has reorganized and now...

Morgan Stanley Smith Barney launched Graystone Consulting to provide investment consulting advice to institutional investors and the upper-tier private wealth market.

BlackRock, Inc., confirmed that it has been engaged in discussions with Barclays Bank about BlackRock's potential purchase of Barclays Global Investors (BGI), including the iShares business.

Broker/dealer BCG Securities, Inc. (BCGS), announced the appointment of Mark Barron as director of Operations.