Deals and People

The financial wellness platforms aim to address the ‘soaring rates of financial stress among employees of color’ with this partnership.

The investment managers and recordkeepers are expanding their focus with outside hires and promotions.

Fiducient names Sabrina Bailey as CEO successor to co-founder Bob DiMeo.

Former Pendal Group CEO Nick Good will report to CEO and Chair David Musto.

Perigon selects Hasan as CIO; State Street appoints Donohue as head of sustainability; GoldTree hires Plotke as principal. 

Four industry leaders were added to Principal Financial Group's retirement division.

Principal Financial Group announced it has joined the Portability Services Network, and Millennium Trust has begun testing its own open portability network.

Segal appoints Tauzer to senior VP; Cerulli promotes O’Brien to director; Newton announces Brain as deputy CIO.

T. Rowe Price names new head of global distribution; Bank of America announces Korkow president of Omaha; Northern Trust appoints Calcagno as senior wealth strategist; and more.

The financial services firm spun off by AIG, which Tarpey will rejoin, has already filled its chief operating officer position.

The recordkeeper is navigating the loss of its’ client-facing distribution division’s leader.

Salas O’Brien names director of benefits; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.

Samantha DeZur was promoted to head of U.S. public policy as part of the changes.

CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives; and more.

The move comes under the leadership of new president Joel Shapiro, who was appointed last month.  

TIAA promoted internally to a new position, reporting to the head of consultant relations, according to a June 13 memo.   

Mercer names Somers as investment director; new chief commercial officer at Alight Inc.; Voya selects leader for Midwest wealth solutions sales; and more.  

The CEO will stay at Great-West Lifeco with part of his focus on the firm's ongoing relationship with Franklin Templeton following the deal.

NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP; and more.

Shah, who until January was running Empower’s consumer wealth management division, will head EFE as current CEO Larry Raffone takes the role of chairman.