Deals & People

Segal Rogerscasey to Acquire Marco Consulting Group; VALIC Expands Leadership Team; Pavilion to Attain Slocum; and more.

New regional manager joins OneAmerica; Custodia Financial hires two leaders to manage Retirement Loan Eraser; Voya Financial hires new director; and more.  

 

Current President of Morningstar Kunal Kapoor has been named as the firm’s next CEO. 

New CEO Joins Voya; Capital One Investments Welcomes Six New Financial Advisers; The Retirement Advantage Adds New Regional Sales Consultant; and more.

John Hancock Retirement Plan Services Hires New Consultant; T. Rowe Hires New Investment Leaders; Strategic Retirement Adds New Adviser; Mercer Hires New Leader to Boston Team; and more.

Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.

Voya hires retirement strategist; Multnomah Group hires new consultant; TIAA moving forward with EverBank acquisition; and more.

Lockton Hires New Chief Compliance Officer; New Sales Head Joins The Retirement Advantage; T. Rowe Price Retirement Hires New Sales Executive, and more.

Innovest Portfolio Solutions Hires New VP; Cavalier Investments Appoints New CIO; Raymond James Partners With Plan Adviser Firm, and more.

Prudential Names Head of New Full Service Solutions Business; Willis Towers Watson Appoints Head of Delegated Investment Solutions; Chief Investment Strategist for TIAA Investments Appointed, and more.

VALIC names vice president, Consultant Management; Pentegra and Newport Group hire regional directors; and FSI Announces 2017 board elections.

EPIC Advisors names director of client service; MassMutual names head of workplace distribution; and advisory firm offers financial management services to BancAlliance members.

Wagner Law Group Names Partner; Sain Joins Milliman’s Employee Benefits Practice; Atlanta Retirement Partners Adds Relationship Manager, and more.

Firms Combine to Create Pavilion Alternatives Group; Nationwide Names Head of Investment Strategies and CIO; Northern Trust Names Global Head of Consultant Relations; and more.

However, the two firms have established a long-term strategic marketing relationship under which Ameritas will provide 401(k) products and services through Guardian's agency system.

Beaumont Capital Management hired director of Quantitative Research, and Ellen Lander’s advisory firm joined Global Retirement Partners.

The Segal Group announces new president and CEO; USI Consulting names vice president and actuary; Hyas Group hires senior consultant; and Merrill Lynch staffs new financial wellness role.

 

The asset management consultancy will now be known as Casey Quirk by Deloitte.

Plan Sponsor Services will retain its trade name.

Kravitz opens Atlanta office; CUNA Mutual adds six to sales team; LPL opens office in D.C. for Government Relations team.