Deals & People

Ortner, O’Brien and Ortner Advisory Group, Inc. adopted the name OneSource Retirement Advisors to reflect its focus on helping clients plan for and navigate retirement.

The Principal Financial Group's board of directors has elected Daniel J. Houston to the role of president and chief operating officer, effective immediately.

Gina Gurgiolo has joined Mercer's defined contribution (DC) advisers specialty practice.

Mercer said it has agreed to acquire SCM Strategic Capital Management AG, a Swiss-based specialist private...

Callan Associates will use RiskFirst’s risk analytics platform, PFaroe, to help institutional investors conduct asset allocation and asset/liability studies.

Alerus Retirement Solutions has entered into a partnership with Envestnet Retirement Solutions (ERS) to utilize ERS's adviser platform and fiduciary support services.

Spectrum Pension Consultants Inc., an Alliance Benefit Group (ABG) member firm, has merged with Compensation Consultants Inc. (CCI).

Gary Jurney, president and managing principal of Kainos Partners, is the newest addition to Pensionmark’s Advisor Support Program (ASP).

Corporate retirement plan advisory firm Cafaro Greenleaf added Andrea Vassiliadis to its team of specialist advisers and consultants.

Laura Ramanis has joined Verisight’s leadership team as chief operating officer, effective November 17.

Craig Anzlovar has joined Boston-based Pioneer Investments as fixed-income client portfolio manager.

Goss Wealth Management, a four-adviser team led by Jerry Goss, has transitioned to the LPL broker/dealer and hybrid RIA custodial platform.

Jeffrey Johnson has joined Pentegra Retirement Services as a regional director for Pentegra’s qualified plan sales.

Managed account and investment services provider Financial Engines announced Lawrence Raffone will succeed Jeffrey Maggioncalda as chief executive officer of the firm, effective January 1, 2015.

Sandy McCarthy has been named benefits administration leader at Mercer.

Highland Capital Management announced the appointment of Carla Martin as managing director of national accounts in the firm's independent broker/dealer (B/D) channel.

Jeff Passmore has joined investment manager Barrow, Hanley Mewhinney & Strauss LLC to focus on liability-driven investing solutions.

Advanced Capital Group (ACG), a registered investment advisory firm, is opening an office in Chicago, Illinois.

Great-West Financial has introduced Empower, a new retirement services company.

The launch of the “Empower” brand by Great-West Financial will be closely watched by the retirement services industry. PLANADVISER spoke with industry professionals who had a chance to...