Deals and People

Bradford Long was named CIO of Fiducient Advisors after Matthew Rice announced he is stepping down.

CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and more.

The inaugural executive director of California’s state retirement savings program, Katie Selenski will consult on strategic projects for DCIIA and its retirement research center.

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.