Deals and People

BlackRock head of retirement named to IRI board; T. Rowe Price elects Donnelly as independent director; Global investment manager names new COO; and more. 

NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as principal wealth manager; and more.

Fidelity names Palmer marketing director; SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; and more.

Vestwell appoints Rettig to board seat; Star Mountain Capital names DeAngelis as senior adviser; Club Vita names Gleed as head of U.S. business development.

Haase joins small business retirement plan provider; Vestwell hires Farmakis; PGIM appoints Carlino to newly created role; and more  

Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; Advisor360 appoints Fanning to board of directors.

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments announces new high-yield municipal credit team. 

The business process provider is transferring to HealthEquity more than $2 billion of assets held in its BenefitWallet Health Savings Account portfolio.

TIAA hired a senior consultant executive and promoted two others internally, positioning the company to grow distribution for guaranteed lifetime income products.  

A former strategic relationship manager at Voya has rejoined the New York City asset manager and recordkeeper.

Hopkins parts ways with Carson Group; CalPERS CIO Musicco will step down; Nuveen names Nelson global head of public product; and more.

Nelson was appointed to replace Christopher Strickrod, who TIAA promoted earlier this year.

Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.

Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president; and more. 

Principal Asset Management appointed a CIO and global head of equities and Mercer named a leader for its US outsourced CIO practice, the companies announced on Tuesday.

The Standard names new national retirement sales directors; Wescott joins NFP as a VP; Index Fund Advisors hires Higgins as SVP, institutional adviser.

Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private Bank as head of retirement plan solutions.

Newly formed Collective Retirement Solutions taps Bill Higgins as MD; Ocorian promotes French to head of financial crime; Voya’s Penland joins DC alternatives board; and more.

Expanding its wealth solutions distribution business, Voya is seeking growth in new markets, including mid-market segments.

TIAA is unifying all sales directors supporting nonprofit plan segments within institutional sales and promoting Houser to an expanded position, as head of institutional sales