Deals and People

Todd Lacey will lead the financial wellness platform’s development amid the growing demand for personalized coaching solutions.

Groom Law Group expands its retirement and fiduciary practice; Hub International makes two appointments; Nationwide Retirement Solutions names a mid-market acquisition director; and more.

The U.S. insurance business will remain under the John Hancock name.

WTW makes Health, Wealth & Career appointments; Allspring Global Investments to get new CEO;  Oliver Nisenson to join PGIM Fixed Income as head of Asset-Based Finance; and more.

LPL said it signed the deal March 28, and anticipates closing in the second half of 2025. 

MissionSquare Retirement hires a new vice president and head of firm strategy; IRI elects a new board chair; Janus Henderson hires a head of North America Institutional; and...

Aon announces presidential transition; Morgan Stanley hires new head of OCIO;  former US deputy national security adviser rejoins PGIM Fixed Income; and more.

Ice Miller grows its governmental benefits team; Kristin McCarthy named head of product at PCS Retirement;  Mark Proctor joins Latham & Watkins LLP in New York; and more.

Voya revises workplace solutions leadership; Endeavor Retirement adds Christine Masoni; Lazard names Peter Harrison to the board and more.

Principal appoints head of retirement solutions; benefits attorney joins Wagner Law Group; Variant Investments appoints head of institutional sales; and more.

Pennsylvania PSERS announces the retirement of Executive Director Sanchez; Wilmington Trust names DiLuigi head of US Markets; Lopes joins Nationwide retirement solutions.

Agilis Partners will be known as Gallagher.

The Standard names a regional vice president in retirement plans; Nationwide Retirement Solutions welcomes a consultant relations manager; ICI names a chief of staff; and more.

President Donald Trump’s nomination of Aronowitz, an expert on fiduciary liability insurance, was received in the Senate on Tuesday.

Meiji Yasuda Life will also acquire all of L&G’s U.S. insurance protection business in a total $2.3 billion transaction.

Wagner Law Group welcomes a new partner; Venable hires a new partner in its employee benefits and executive compensation practice; Pacific Life announces promotions; and more.

Meanwhile, government employee unions and labor groups filed a lawsuit seeking to block Elon Musk’s efficiency organization from accessing DOL systems containing sensitive information.

CalSTRS names new chief benefits officer; Pacific Life appoints PRT head; John Hancock Retirement selects head of strategic partnerships; and more.

The veteran of TIAA and Prudential started in the new role in December.

Nationwide’s president and COO announces retirement; T. Rowe Price hires an institutional business development executive; Alera Group appoints a new director of retirement adviser services; and more.