Deals and People

Eric Partlan, MassMutual’s head of portfolio management, will replace retiring CIO Tim Corbett.

RightCapital adds SECURE 2.0 update to financial adviser planning platform; NFP Starts Human Capital Solutions Practice; and more.

OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.

Do you know of or work for a plan sponsor that goes above and beyond to make retirement security a reality for employees?

CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and more.

Lucas cites DEI and accessibility as accomplishments in her five years at the retirement research institute.

Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter Sioux Falls and South Dakota markets; and more.

Insurance industry veteran Jessica Krpan was hired to the new role to grow the Standard’s retirement offerings in the U.S.

Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys; and more.

Voya’s Rob Grubka will oversee benefits and savings to more firmly tie together health, retirement and wealth management.

PGIM Hires VP of DEI Strategy; WTW appoints head of data intelligence; DWS names head of alternative investing; and more.

Do you work with or know of a great plan adviser or plan adviser team?

Ritholtz Wealth Management appoints president; Heffernan Financial Services acquires Osland Financial Group; Modera Wealth Management announces new additions and more.

IRI hires chief technology and innovation officer; Millennium Trust names new CEO; Eight-member wealth management team joins First Republic; and more.

Northwestern Mutual adds to Pillar Financial Group; UBS hires Las Vegas financial adviser; Lincoln Financial Network hires two financial professionals; and more.

New advisory councils will expand DCIIA’s research and engagement into defined contribution retirement plans.

TIAA enters into definitive agreement to sell TIAA Bank; Voya Financial to acquire Benefitfocus; Heffernan Retirement Services acquires Investment Solutions Group; and more.

Hilb Group acquires employee benefits firm Allegacy Benefit Solutions; NEPC expands real assets team with real estate industry veteran; Prudential Financial announces leadership succession for U.S. and international...

The Chief Washington Strategist at Stifel believes Republican control could lead to headline and potential policy risks for 'woke capital.'

Allianz Trade announces CEO leadership change; BNY Mellon Investor Solutions names head of responsible investing; DWS appoints Americas CEO; and more.