Deals & People

Lord, Abbett & Co. LLC, an investment management firm, has named five new partners.

About 3,500 wealth management firms that custody at Fidelity will gain access to alternative investment funds, including hedge funds and private equity funds, through a strategic alliance with...

ING Financial Partners (IFP), a registered broker/dealer and one of ING U.S.’s component companies, named Thomas Halloran as the firm’s president, effective November 18.

BPAS, a provider of retirement plan services in partnership with financial intermediaries, added Brian Nicholson to its sales team as a relationship manager and external wholesaler.

Putnam Investments appointed Steven McKay as national sales manager for its adviser-sold defined contribution business.

Great-West Financial appointed Torry LeRoux to a new regional director position created within the firm’s financial institutions business.

LIMRA and LOMA President and CEO Robert A. Kerzner announced the board of directors for the newly established Secure Retirement Institute.

The Pension Benefit Guaranty Corporation (PBGC) has named Constance (Connie) Donovan to the newly created Participant and Plan Sponsor Advocate position.

Charlotte West moved within Mercer to become health and benefits principal at the firm’s Minneapolis office.

Massachusetts Mutual Life Insurance Company (MassMutual) opened a branch in Phoenix, Arizona, establishing the company’s first corporate office in the western United States.

fi360 has acquired IPS AdvisorPro, a cloud-based technology that helps financial advisers develop customized investment policy statements (IPS).

401(k) recordkeeper and plan administrator PAi has agreed to provide support for United Planners’ advisers.

Rich Ginel joined SageView Advisory Group as a retirement plan consultant based in the Knoxville, Tennessee, office.

Transamerica Retirement Solutions announced the expansion of its pension sales and distribution team with the hiring of Ty Minnich and Cathy Berg.

Wilton, Connecticut-based Commonfund announced three new appointments to support and contribute to the expansion of its Multi-Asset Program for mid-sized nonprofit clients.

Gina Gurgiolo has joined the consulting team of Plan Sponsor Advisors (PSA) as a senior investment consultant.

Patrick M. Murphy has been named head of New York Life Retirement Plan Services (RPS).

Retirement plan and investment consulting firm Plan Sponsor Advisors (PSA) hired Gina Gurgiolo as a senior investment consultant. 

Retirement solutions and financial services provider MullinTBG, a Prudential Financial Inc. company, added seven to its sales and client services lineup.

Independent financial advisers Romaine Macomb and Theresa Donatelli joined independent adviser group office Northstar Wealth Partners (NSWP) alongside Ellie Kasimir, who will continue as the pair’s retirement plan...