Deals and People

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

Mercer Advisors acquires Jordan Financial Strategies; Putnam Investments names head of sustainability strategy; Alera Group Retirement Plan Services names national practice leader; and more.

MetLife Investment Management to acquire Affirmative Investment Management; Commonwealth hires deputy general counsel and chief privacy officer; Millennium Trust names chief marketing officer; and more.

Mercer enhances global investments and retirement leadership; Calvert hires executive director of engagement; HUB names new chief compliance officer; and more.

Schroders announces strategic changes to U.S. distribution team; Strategic Financial Solutions joins Commonwealth Financial Network; NexPoint distribution team makes four new hires in July; and more.

Nuveen hires new head of responsible investing strategy, Solutions; Macquarie Expands its Transition Management Franchise; Calvert Institutional Solutions Group Names New Managing Director; and more.

Empower bolsters its brand with legacy name alignment; Pentegra combines with new Pinnacle Consulting Group; Strategic Investment Group adds to client portfolio management team; and more.

Mesirow strategic fixed income adds key specialist; Mercer appoints U.S. not-for-profit CIO; and Schroders appoints sustainability investment director.

Lincoln Financial Group names workplace solutions head; T. Rowe Price adds two senior executives to its institutional DC business; new attorney joins The Wagner Law Group; and more.

Ascensus announces new state-facilitated retirement program leader; Principal Financial Group names workplace retirement business leader; Global Atlantic hires investment office COO; and more.

First Trust Capital Partners acquires direct indexing firm; New York Life appoints head of retail annuities; Security Benefit appoints chief operating officer; and more.

Mesirow names new CEO; Austin Capital Retirement Plan Services rebrands to RetireBetter; Lockton hires new director of compliance services; and more.

Morgan Stanley at Work to acquire American Financial Systems; The Standard hires stable value sales director; Lincoln Financial Group unites investments, risk and sustainability teams; and more.