Deals & People

NYLIM appoints Chief Operating Officer; Janney hires two Institutional Equity sales professionals; Securian hires Retirement Plan sales leaders, and more.

The Envestnet platform is now part of Advisor Group’s comprehensive offering for financial professionals serving the retirement plans marketplace. 

Joining forces will expand the services and scope of both firms, executives say. 

Northern Trust Asset Management adds Public Funds and Taft-Hartley leader; Securian expands footprint in Michigan; The Retirement Advantage hires regional sales consultant, and more.

Segal Group expands communications practice with new hire; Newport Group names leader of institutional sales; Voya Makes organizational changes, and more.

Cafaro Greenleaf names head of Houston office; Henry Yoshida joins Student Loan Genius; Portfolio manager launches asset management firm, and more. 

Wells Fargo Announces Leader of Participant Services; Prudential Hires Sales Director for Midwest Region; Pensionmark Announces Expansion of WealthPath Team, and more.

Oppenheimer Names Head of Beta Solutions; Eng Rejoins AB in Custom DC Solutions; Mariner Retirement Advisors Joins GRP Advisor Alliance, and more.

Mitchem leaves State Street for Wells Fargo; Manning & Napier CEO Retires; Aberdeen Appoints Head of Distribution.

Empower Names EVP of Operations; Insight Investment Names Co-Head of Consultant Relations Team; Lincoln Names Director of Consultant Relations; and more.

Great-West Investments is a newly created organization within Great-West Financial.

NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales...

PNC Asset Management moves ahead on CIO transition; Morningstar acquires RightPond analytics capabilities from Rocaton Investment Advisors. 

State Street will acquire GE Asset Management.

Retirement industry moves at AB, American Century Investments, Pensionmark and more.

People on the move at Cetera Financial Group, Neuberger Berman, FinMason, Putnam Investments and more. 

The Investment Management Division of Goldman Sachs has agreed to acquire the web and mobile-based retirement savings platform, which specializes in the start-up and micro-plan markets. 

People on the move at Mutual of America Life Insurance Company, Beacon Pointe Advisors, TIAA and Pentegra Retirement Services.

New hires, promotions and deals at Delaware Investments,  RTD Financial Advisors,  SEI  and more.

New hires and promotions at Channel Financial Pension Services, Groom Law Group, Cambridge Investment Research and more.