Deals & People

Mercer Investments is adding four senior investment professionals to its staff to provide additional client support across the firm’s North America regions.

CAPTRUST Financial Advisors has entered into a definitive agreement to merge with Defined Contribution Advisors Inc., known as DCAdvisors.

Christopher Han, Michael Demler and Michael Palace have joined Ascensus as regional vice presidents. 

Mike DiCenso joined Mesirow Financial as managing director and head of national sales on the investment strategies team. 

Robert Straus has joined Innovest Portfolio Solutions as a vice president, tasked with supporting due diligence efforts and providing investment consulting services to Innovest clients.

William Mitchner joined the Cleveland office of Segal Rogerscasey as a vice president and senior consultant.

Brandon Budd has joined The Standard as a retirement plan consultant for the company’s south sales region. 

Great-West Financial has completed its acquisition of the J.P. Morgan Retirement Plan Services large-market recordkeeping business.

Benjamin Thomason has joined Securian Retirement as a divisional vice president with expertise in large plans.

MassMutual has named Aruna Hobbs as head of institutional investments for retirement plans.

John Krieg has been appointed global head of institutional distribution at Northern Trust Asset Management.

Moira Hagy has joined Assurance Financial Services’ retirement plan services team as a vice president.

PSA Insurance & Financial Services Inc. has established a strategic partnership with The PFE Group that unites the companies' fiduciary consulting practices.

Fiduciary Management Associates (FMA) has added two senior investment professionals, John Nelson and Xiaoling Wang, to its investment research and analysis staff.

Moira Hagy has joined the retirement services team of Assurance Financial Services as a vice president. 

Retirement readiness can be strengthened by financial wellness programs, say Compass Financial Partners and Financial Finesse, which recently agreed to partner.

Lincoln Financial Group’s retirement plan services business announced the addition of three retirement plan specialists to its national participant engagement team.

Investment advisory and retirement plan consulting firm Compass Financial Partners LLC has teamed with Financial Finesse to bring enhanced financial wellness training capabilities to clients.

National Financial Partners Corp. (NFP) acquired the Cincinnati-based Benefit Resources Inc., an insurance consulting and brokerage firm. The deal closed on July 31. 

Jean-Dominique Butikofer joined the fixed-income team as head of emerging markets at Voya Investment Management, the asset management business of Voya Financial Inc.