Deals and People | January 12th, 2018 Retirement Industry People Moves Colony Enacts Mergers with Bridgewater Wealth and BWA; Multnomah Group Hires Former Investment Consultant; American Century Hires ETF Initiative Specialists;...
Deals and People | November 10th, 2017 Retirement Industry People Moves Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research...
Deals and People | October 13th, 2017 Retirement Industry People Moves LCG Associates hires Atlanta consultant; Capital Investment Companies announces collaboration; TRA announces leadership expansion; and more.
Deals and People | August 18th, 2017 Retirement Industry People Moves Student Loan Genius announces new CEO, and Cammack Retirement Group hires consultant.
Deals and People | March 31st, 2017 Retirement Industry People Moves Arnerich Massena promotes two consultants, and Sikich to acquire Evolution Retirement Services.
Deals and People | March 3rd, 2017 Retirement Industry People Moves Milliman hires Employee Benefits senior consultant; USI Insurance acquires Carolina First Associates; Westminster Consulting hires senior consultant; and more.
Deals and People | September 23rd, 2016 Retirement Industry People Moves Segal names National Director of Multiemployer Consulting; and Cammack expands into Southeast with addition of consultant.
Deals and People | March 18th, 2016 Retirement Industry People Moves Neuberger Berman names CIO to help with foundations and endowments; Creative Planning hires leader of 401(k) division; adviser to non-profits...
Deals and People | February 26th, 2016 Retirement Industry People Moves A new pension risk transfer consultant at Channel Financial Pension Services, Groom Law Group adds executive compensation expertise, and CalPERS...
Deals and People | February 19th, 2016 Findley Davies Expands Columbus Practice The HR and benefits consulting firm's moves are, in part, due to growing business in central Ohio.
Deals and People | February 5th, 2016 Retirement Industry People Moves Fiduciary Investment Advisors and Arnerich Massena add retirement plan consultants; Groom Law Group adds attorneys in health practice; and more.
Deals and People | January 8th, 2016 Retirement Industry People Moves Arnerich Massena Inc. transitions a portion of its participant-driven retirement plan services practice to SageView Advisory Group; new hires at...
Deals and People | September 25th, 2015 Retirement Industry People Moves USI Insurance acquires Benefit Controls of the Carolinas, and investment consultant LCG Associates expands footprint.
Deals and People | September 4th, 2015 Retirement Industry People Moves New hires and promotions at Cafaro Greenleaf, McDermott Will & Emery, Lincoln Financial Group and more.
Deals and People | August 7th, 2015 Retirement Industry People Moves John Carbone signed on to Fred Alger Management, and Jessica Portis joined Mercer Investments.
Deals and People | July 14th, 2015 Mercer Hires Health and Benefits Practice Leader Jean Moore joins the consulting firm from Towers Watson.
Deals and People | July 8th, 2015 MainStay Announces Portfolio Strategy Leader Morgan Stanley veteran Charles Reinhard will lead portfolio strategy and thought leadership provided to advisers and investors.
Deals and People | June 17th, 2015 Bogdahn Group Expands DC Investment Consulting Team Paul Murray has experience working with hospital and higher education 401(k)s and 403(b)s.
Deals and People | May 28th, 2015 Towers Watson Names Pittsburgh Investment Office Head Bill Bensur will lead the consultant's Pittsburgh investment office.
Deals and People | May 26th, 2015 MJM401k Adds Senior Consultant Mary A. Berk joins MJM401k’s leadership team.