Deals & People

Investment research firm Morningstar announced Don Phillips will step down in January 2014 as head of research. The firm has already named Haywood Kelly as his successor.

Joe Stack of 360 Wealth Management partnered with Pensionmark Retirement Group and is now managing director of Pensionmark Dallas.

Wealth and asset management firm Northern Trust added two positions within its defined contribution solutions practice dedicated to expanding participant communications and asset services offerings. 

David Love has been named an institutional sales representative covering the Western region and Maureen Decker a consultant relations manager at Hartford Investment Management Company (HIMCO).

ERISA Fiduciary Advisors (EFA) affiliated with Retirement Plan Advisory Group (RPAG), the largest independent practice management firm in the country.

Institutional investment management firm FRC designated Kathleen Powers Dunlap as partner and chief business strategy officer.

Lincoln Financial Network, the retail sales and planning affiliate of Lincoln Financial Group, appointed Greg Smith as managing principal of Lincoln Financial Advisers Corporation.

MassMutual Northern California hired Douglas W. Van Order as the Sacramento, California-based financial services agency’s next general manager. 

VisionPoint Advisory Group joined LPL Financial’s suite of broker/dealer and hybrid registered investment adviser (RIA) platforms to support its commission and private client fee-based business.

Technology-based rollover and financial planning services provider Wealth Management Systems Inc. (WMSI) has acquired S&P Capital IQ’s Financial Communications business.

Financial services and investment management firm Lincoln Financial Group added two client relationship managers to its retirement plan services lineup.

Institutional investment manager Commonfund grew its San Francisco office through a series of hires and relocations.

The HR and benefits consulting firm Buck Consultants appointed Joanne Jacobson as principal and Employee Retirement Income Security Act (ERISA) compliance consultant.

Great-West Financial has named Chris Fleurat as regional sales director for the company’s financial institutions market business.    

Brian Campbell and Martin Campbell have been added to Reliance Trust Company’s retirement strategies group.

Franklin Templeton Investments has named Drew Carrington as senior vice president and head of Defined Contribution (DC), Institutional.

The investment arm of New York Life has agreed to buy Dexia Asset Management for EUR 380 million ($512 million), expanding its reach in Europe and Australia.

Celine Colgan has joined The Presidio Group LLC as co-head and chief business officer for the firm’s outsourced investment office.

Karen Damaso has joined UBS Wealth Management America to support new business development initiatives in the equity compensation services division.

USI Consulting Group has named Gerry de Labry as vice president, Retirement Services.