Deals and People

NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as principal wealth manager; and more.

Fidelity names Palmer marketing director; SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; and more.

Vestwell appoints Rettig to board seat; Star Mountain Capital names DeAngelis as senior adviser; Club Vita names Gleed as head of U.S. business development.

Haase joins small business retirement plan provider; Vestwell hires Farmakis; PGIM appoints Carlino to newly created role; and more  

Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; Advisor360 appoints Fanning to board of directors.

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments announces new high-yield municipal credit team. 

The business process provider is transferring to HealthEquity more than $2 billion of assets held in its BenefitWallet Health Savings Account portfolio.

TIAA hired a senior consultant executive and promoted two others internally, positioning the company to grow distribution for guaranteed lifetime income products.  

A former strategic relationship manager at Voya has rejoined the New York City asset manager and recordkeeper.

Hopkins parts ways with Carson Group; CalPERS CIO Musicco will step down; Nuveen names Nelson global head of public product; and more.

Nelson was appointed to replace Christopher Strickrod, who TIAA promoted earlier this year.

Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.

Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president; and more. 

Principal Asset Management appointed a CIO and global head of equities and Mercer named a leader for its US outsourced CIO practice, the companies announced on Tuesday.

The Standard names new national retirement sales directors; Wescott joins NFP as a VP; Index Fund Advisors hires Higgins as SVP, institutional adviser.

Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private Bank as head of retirement plan solutions.

Newly formed Collective Retirement Solutions taps Bill Higgins as MD; Ocorian promotes French to head of financial crime; Voya’s Penland joins DC alternatives board; and more.

Expanding its wealth solutions distribution business, Voya is seeking growth in new markets, including mid-market segments.

TIAA is unifying all sales directors supporting nonprofit plan segments within institutional sales and promoting Houser to an expanded position, as head of institutional sales

Principal names Goosay managing director of global fixed income; Voya Financial Promotes Thompson; RPAG appoints head of business development; and more.