Deals and People

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.

Massena, the founder of Massena Associates, brings experience on state-sponsored private-sector plans and a focus on innovations and best practices to increase retirement coverage.

The Standard entered into the definitive agreement to grow its geographical footprint.

UBS hires seven in California; Principal Financial Group changes name; Dechert expands its transactional capabilities with New York-based ERISA partner; and more.

Lockton launches new people solutions practice; Groom Law Group expands health practice with new principal; Multnomah Group acquires Pacific Retirement Partners; and more.

The Portability Services Network seeks help mitigate cash-out leakage and accelerate the nationwide adoption of auto-portability.

Marsh McLennan names president and CEO; Lenox Advisors appoints SVP of finance and operations; Katten names former SEC senior counsel as partner; and more.

Buck appoints U.S. regional market leaders; Pacific Life announces new head of defined contribution lifetime income; Dorsey & Whitney names new partner; and more.

Robeco appoints global head of sales and marketing; Franklin Templeton transitions 403(b) business to PCS Retirement's Aspire platform; eMoney announces leadership team additions; and more.

Lucas will stay at the helm through the end of the year while helping the research group source its next leader.

Responsibility for 100,000 beneficiaries moving to Prudential, MetLife