SageView Advisory Group Adds Non-Profit Specialist from TIAA-CREF
SageView Advisory Group, an independent retirement and personal wealth management consulting firm, added Brian Cressey to its Irvine office staff.
Deals & People
Team of 10 Joins Riverfront Investment Group
Two months after launching an independent asset management firm, the four founding partners of Riverfront Investment Group, LLC, are bringing on a number of their former Wachovia Securities...
Team of Relationship Managers Jumps from Citigroup to Credit Suisse
Credit Suisse announced that the team of relationship managers led by Managing Directors Richard S. Zinman and Anthony A. Dertouzos has joined the New York office of Private...
Pioneer Appoints New Head of U.S. Retail Distribution
Joseph Kringdon has been named executive vice president and head of U.S. retail distribution at Pioneer Investments.
The Standard Expands Retirement Plan Presence in Midwest
The Standard opened a new retirement plans office in Kansas City.
Pacific Life Names Morris Chairman of Board
James T. Morris, president and CEO of Pacific Life Insurance Company, will now serve as chairman of the board for both parent companies of Pacific Life.
Decker Appointed to Lead Evaluation Associates
A Connecticut institutional consultant has tapped Bryan Decker as its new Managing Director and Chief Investment Strategist as part of a top management shakeup.
Great American Advisors Launches Fee-Based Advisory Platform
Great American Advisors (GAA), in partnership with FundQuest Incorporated, launched a platform in response to adviser demand for fee-based business.
National Advisors Trust Appoints Ferguson To CEO
National Advisors Trust named Ronald G. Ferguson, formerly of Results Technology, Inc., as its new CEO.
Fleck Named to Institutional Sales Post at Ascensus
Ascensus, an independent administrator and recordkeeper, named Tom Fleck as Director of its Institutional Relationship Management Team.
Lincoln Appoints Three Executives in Research Roles
Lincoln Financial Group has appointed three new executive positions to its research and development unit.
New Actuarial Firm Serves Small and Mid-Size Plan Sponsors
Clarity In Numbers, LLC, a new actuarial firm, is now in operation to service small and mid-size private sector and public sector plan sponsors.
ASPPA and COPA to Form ASPPA College of Pension Actuaries
The American Society of Pension Professionals&Actuaries (ASPPA) and the College of Pension Actuaries (COPA) have agreed to join forces with the objective of integrating COPA as a semi-autonomous...
MBO Cleary Adds John C. Callen to Team
MBO Cleary Advisors Inc., a member of Cleary Gull Holdings Inc., added John C. Callen as a Senior Client Advisor.
Wachovia Names President of Retirement and Investment Products
Wachovia Corporation said that John Papadopulos has been named President of the Retirement and Investment Products Group (RIPG), one of three businesses within the Capital Management Group.
Rogerscasey Acquires Canadian Consulting Firm
Rogerscasey has agreed to acquire Perimeter Capital Management Inc. (PCMI), based in Toronto, according to a release.
Merrill To Close Florida Consulting Practice as Result of Controversy
Merrill Lynch Consulting Services is closing down its Florida pension advisory practice.
Brinker Capital Launches Practice Management Institute
Investment management firm Brinker Capital launched an initiative providing practice management advice to financial professionals.
Newport Appoints Mid-Atlantic Regional Director
The Newport Group has appointed Greg Clark as Regional Director for the firm’s Mid-Atlantic region.
CAPTRUST’s Kline Lands at New York Life
William R. Kline has left CAPTRUST Financial Advisors and joined New York Life Retirement Plan Services as Vice President of sales for the southeastern United States.