Deals & People

New York Life Names New CIO; Allianz Life Appoints New Senior VP; GW&K Creates General Counsel Position 

Morningstar Expands Executive Leadership Team; Mercer Advisors Acquires Novos Planning Associates; FPA and T. Rowe Price Launch Active Management Educational Initiative; and more.

Lincoln Investment Capital Holdings Purchases Legend Group Holdings; Morgan Lewis Extends Employee Benefits Services with Three New Partners; AllianzGI Acquires Sound Harbor Partners; and more

T. Rowe Price Retirement Expands Small-Market Sales Team; Lockton Expands Retirement Business; Virtus Investment Partners Acquires RidgeWorth; and more.

TIAA Hires New President; Mass Mutual Appoints Community Responsibility Director; Mercer Acquires Thomsons Online Benefits; and more.

Community Bank Systems to Acquire Northeast Retirement Services; IFM Names Development Director; PGIM Names Head of Research for Institutional Advisory Services; and more.

The LPL board has appointed Dan Arnold, current LPL president, to be president and CEO effective upon current CEO Mark Casady’s retirement. 

John Hancock Expands Institutional Sales Team; CUNA Mutual Retirement Tackles TPA Market; OneAmeirca Appoints Regional Sales Director; and more.

Fidelity CEO Abigail Johnson to Succeed Father as Chairman; Hatteras Welcomes Back Managing Director; AB Creates Chief Marketing Officer Role

 

Ascensus Acquires Retirement Educators; Vestwell Partners with Kovack Advisors; LGIMA Expands U.S. Active Fixed Income team; and more.

Mary Jo White, who became the 31st Chair of the SEC in April 2013, will be one of the SEC’s longest serving Chairs.

Voya Expands Retirement Business; First Eagle’s Retirement Investment Solutions Group Takes Flight; Wagner Law Group Adds Partner; WealthPLAN Partners Announces New B/D and Custodian Relationships; and more.

T. Rowe CIO to Retire; Voya Hires VP of ESG; Morningstar Appoints Two New Leaders in Tech; Great Lakes Advisors Hires Managing Director; and more.

In addition to offering retirement-guidance to university employees, Provizr also offers an automated portfolio-management option. 

John Hancock Retirement Services Names Taft-Hartley Plan Consultant; T. Rowe Price Expands Mega Market Sales Team; Broadridge Financial Expands Mutual Fund and ETF Division; and more.

Impax Expands North America Team; Two Executives join Allianz Life; Northern Trust Asset Management Expands Leadership; and more.

Risk Strategies Acquires TSG Financial; Sentinel Names New CEO; and more.

Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more.

Nationwide to Acquire Jefferson National in 2017; Integrated Retirement Hires Former ERISA Lawyer; Hatteras Funds Adds Managing Director of Business Strategy; and more.

Segal Names National Director of Multiemployer Consulting; and Cammack Expands into Southeast With Addition of Consultant.