Deals and People

Owais Rana was promoted to head of investment solutions for Principal Asset Management, which is merging previously separate businesses.   

SS&C Technologies is plotting bolstered technology for retirement plans and asset managers to provide greater technology and financial wellness capability.  

Virtus Appoints Head of DCIO; Bipartisan Policy Center hires new fellow; and more.

Aon is betting on further pooled employer plan growth with added headcount.

TIAA names Latini to new position as wealth distribution head; DCIIA votes in 2023 committee members; Pentegra appoints two vice presidents; and more.

The DOL confirmed reports that Walsh will depart in mid-March; deputy secretary Julie Su will serve as acting secretary.

The industry veteran to fill the role was hired from Prudential  

Voya promotes Hayes to government markets and wealth solutions efforts; Epic Retirement promotes Corona to director of sales and strategic partnerships; Empower names new general counsel; and more.

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.