Deals and People

Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would directly benefit their shareholders; he said this was...

Jennifer Benz, senior vice president, who was CEO of Benz Communications, said its acquisition by The Segal Group expands areas of service for both firms.

Wagner Law Group adds ERISA attorney; Lincoln Financial Group brings in product management VP; Clark Hill announces addition to ESOP practice; and more. 

SI’s data sets will complement ISS Analytics’ data intelligence.

Hooker & Holcombe has expanded its Investment Advisory Group by hiring long-time portfolio strategist and consultant Pam Minish to the role of managing director, and Brenda Bachman as retirement plan education specialist. 

DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; Eagle Asset Management names managing director; and more. 

Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.

DWC – The 401(k) Experts brings in industry veteran as first in-house actuary; Ascensus adds two executives to retirement division; Willis Towers Watson announces leader of expat benefits...

DWS hires municipal bond director; PBGC announces several leadership appointments; Principal International names retirement income solutions leader; and more.

Newport Group acquires Kidder Benefit Consultants; Mercer closes acquisition of Summit Strategies Group; and Fiduciary Investment Advisors opens Wellesley office.

Northern Trust adds industry veteran as director of public funds and Taft-Hartley plans; Edelman Financial Engines appoints former EBSA leader to board; Investment strategist joins FIA; and more.

VALIC Appoints New Business Development Vice President; JHRPS Promotes Executives as SVP Retires; Aon Adds Sales Director to Pennsylvania Office; and more.

With the acquisition, Victory Capital is planning on developing a nationwide financial literacy platform designed to support the military community, USAA members and their families. 

Client engagement expert joins Transamerica; Ascensus acquires Pension Works for TPA division; Buckley replaces McNabb as Vanguard chairman; and more.

ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; California State Teachers’ Retirement System Hires ESG Director; and more.

The Hilb Group Acquires Actuarial Consulting Firm; Mercer Hires Past Actuarial Associate as Principal; ESOP Consultant Joins Ascensus TPA Solutions; and more.

Former regional vice president joins Securian; SageView opens new location; Calvert adds four ESG experts; and more.

Aviva Investors Appoints Head of U.S. Equities; Past Wholesaler Forms Retirement Plan Consulting Firm; Alternatives Business Expert Joins Franklin Templeton; and more.

USI selects Retirement Services VP; Former actuarial consultant joins MassMutual as pension leader; and U.S. Credit head joins TwentyFour Asset Management.

Oppenheimer is the 12th largest U.S. mutual fund family by assets.