Deals and People

John Hancock adds 2 trustees to its funds board; Prime Capital Financial appoints new regional wealth management lead; CFP Board names new managing director; and more.

The large recordkeeping firm announced that Stephan Scholl will continue as CEO and director until his replacement is confirmed. 

Wagner Law Group hires 3 senior attorneys; Petra Funds Group appoints Gajdjis as senior adviser; Prime Capital announces promotion of VanderLinde to president of Liberty Wealth Advisors; and...

Vault previously worked with recordkeepers like Voya and Schwab to provide student loan benefits to employees. 

Andre Robinson will succeed Deanna Santana, who served as acting CEO and president since 2023. 

Nationwide adds new leaders to its emerging markets team; Group Plan Systems hires a TPA expert; SEI names a new executive vice president; and more. 

Hawley to lead Nationwide Annuity; Rich takes over as CEO of Mutual of America; Holgate takes senior retirement team role at Transamerica; and more. 

Human Interest considering future listing after raising $267 million in latest fundraising. 

Matthew Eickman joins as chief legal officer as Jason Roberts’ ERISA legal practice aims to represent the broader footprint of its services.

The new board members have expertise in cyber risk management, policy development and regulatory compliance.

First Eagle Investments hires senior director of consultant relations; Vanguard Group head of Europe announces retirement; Manulife names head of insurance.

BNY hires Minaya as global head of investments and wealth; Itami joins Lathrop GPM from Groom Law Group; Maxwell joins Pentegra as head of strategic accounts; and more.

New York Life Institutional Taps Grieco to lead nonqualified compensation distribution; Nationwide appoints Rodriguez to lead institutional sales for retirement; OneDigital promotes Bailey to head Northeast; and more.

Empower hires Boston broadcaster to new role and appoints head of retirement plans segment; alternatives asset manager hires Samantha DeZur; and more. 

The Standard names a new regional VP in retirement plans; Thomason will lead Allianz’s defined contribution distribution team; Mutual of America hires Severin as president and COO; and...

Jose Minaya steps down from top post at TIAA’s investment management division.

Mercer parent Marsh McLennan acquires Cardano to expand retirement business across the Atlantic.

Ameritas announces senior vice president of retirement plans; Aon appoints Reese as next CFO; Ascensus restructures sales team; and more.

Norton is leaving Morningstar, where she held a similar position, for the newly created role at the recordkeeper and wealth manager. 

Walsh will focus on delivering Goldman Sachs investment solutions, advisory services and more to the largest defined contribution plan sponsors in the industry.