Deals & People

Thoughts from Andrew Blankenship, with Advo(k)ate Advisors.

Thoughts from Anthony McCracken Jr., with Newcleus.

The former assistant secretary of EBSA will work alongside recordkeepers, retirement plan advisers, plan sponsors and participants on key policy...

Jeff Hobbs, Voya IM’s head of insurance portfolio management, will succeed Stein as CIO of fixed income.

SBA names Andy Clonts as senior benefits consultant; Cheryl Morrison Deutsch joins 401GO as chief experience officer; Lincoln Financial hires...

In the newly created role, Liersch will focus on financial planning, advice and solutions.

The firm’s global head of private capital has been serving as interim president since May.

CBIZ appoints Seth Goldblum to lead advisory services; Aidentified hires Dan Cavanaugh as head of wealth management; ADISA names new...

Apollo’s retirement services arm named Grant Kvalheim CEO and elevated Mike Downing and Sean Brennan to co-presidents of Athene USA.

ERISApedia to join AmericanTCS business; EPIC Insurance Brokers & Consultants expands law firm group; Wagner Law Group adds to LA...

In his role, Haberli will oversee the company’s workplace, employee planning and wealth-planning businesses.

Partners Group hires chief investment strategist for private wealth and retirement; Chris LeClair Returns to Securian Financial; Shari Hensrud will...

Mike Wunderli joins CAPTRUST from boutique investment bank Echelon Partners.

IRI announces executive committee changes; Simpson Thacher adds a partner to its executive compensation team; Russell Investments announces new investment...

TIAA expands its retirement product team; Mutual of America names a CFO; FINRA appoints a new public governor; and more.

TIAA promotes Hester to chief legal officer; Franklin Templeton appoints head of custom client solutions; Aon names a chief strategy...

We will recognize the next generation of leaders across the retirement plan advisory industry.

We are looking for retirement plan advisory firm non-adviser leaders who “make practices run.”

T. Rowe Price, Alpha Wave Global, and Temasek were among the investors in the insurance broker and financial services firm.

Schwab Advisor Services names managing director of relationship management; Manulife John Hancock Investments names a retirement investment consultant; Nationwide Retirement...