Deals & People

Rebranded as Verus Advisory Inc. and Verus Investors LLC, the former Wurts & Associates is looking to double down on its investment research and consulting services.

Heather Beatty joins the TCW Group as senior vice president, institutional marketing.

Global investment manager the Principal Financial Group expands its employee stock ownership plan (ESOP) team with the addition of Kim Blaugher as vice president of consulting and Amy...

The certified public accounting and business consulting firm REDW has created Alliance Benefit Group Southwest, a separate company for retirement plan recordkeeping and third-party administration (TPA) services.

Retirement consulting and administration firm USI Consulting Group has added Lou Ressler to its retirement services team as a vice president.

Columbia Management has joined forces with its U.K.-based affiliate Threadneedle Investments to launch Columbia Threadneedle Investments.

A new name, logo and redesigned website are the former Lincoln Trust’s latest steps in building its retirement business brand.

J. David Ballard has been appointed executive vice president and chief operating officer of Cetera Financial Group, effective April 13.

The acquisition of Trinity Consulting by NFP expands the firm’s employee benefit offerings in the Southeast United States.

Corporate Insight analysts tell PLANADVISER the recently announced deal between LearnVest and Northwestern Mutual could be the start of a financial industry “technology feeding frenzy.”

Based in New York City, Jim Stewart has joined Buck Consultants, becoming part of a national team that provides consulting services and solutions to address client needs.

Ray McGrath joins Cammack Retirement Group as an investment consultant; Svetlana Knorr and Mari Tsagareishvili have been hired as investment analysts.

State Street Corporation announced that Scott Powers, president and chief executive officer of State Street Global Advisors (SSgA), intends to retire later this year after more than seven...

New merger and acquisition (M&A) data from Schwab Advisor Services finds the pace of deals in the registered investment adviser (RIA) industry remained steady in 2014.

American Century Investments named Adam Sokolic as senior vice president, retirement strategy and services.

Northwestern Mutual says it will combine the capabilities of its adviser network with LearnVest’s digital advice delivery technology.

Erik Whinery joins John Hancock Retirement Plan Services as regional vice president.

Seven retirement plan advisory firms are acquiring Global Retirement Partners (GRP).

MassMutual added eight new sales professionals within its retirement plans business.

Boutique value manager Keeley Asset Management appointed Mark Sullivan to the newly created position of head of institutional business development and consultant relations.