Deals and People

Wealth managers champion the industry for underrepresented groups that may be hesitant in considering the profession.

SPARK Institute elects new governing board led by T. Rowe Price’s Collins; BPAS promotes Jason Disco to lead defined benefit sales and service; Marshberry adds Rob Madore as...

The bank-owned asset manager promoted a new head for the practice to expand its market share.

JPMorgan Asset Management named a former head of education savings to the post.   

SageView adds to plan sponsor relationships team; MissionSquare Retirement hires head of consultant relations; Vestwell names regional VP for Midwestern states; and more.

Capital Group, which runs American Funds, made the announcement amid what the company called long-planned leadership changes. 

Industry research veteran Jeri Savage, previously at Goldman Sachs, joins to lead defined contribution plan efforts.

The Eaton Vance co-head for emerging markets debt and a portfolio manager for 12.1 billion of fund assets will retire.

Megan Schneider named CEO of Retirement & Benefit Partners; T. Rowe adds new role to lead growing separately managed accounts business; OneDigital appoints Southeast leader as it anticipates...

Voya expands wealth solutions team with northeast hire; Transamerica names director of Institutional Sales; DFA names CEO for Australia fund advisement; and more.

Human Interest CEO says minority stake from BlackRock will help hiring in areas including product, engineering, and customer acquisition.

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.