Tag: investment managers

HealthEquity to acquire WageWorks; AIG Life & Retirement adds CEOs; CBIZ acquires investment adviser firm; and more.

Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors...

TPA firm to join Ascensus; EGPS acquires Feldman Benefit Services; Mutual of Omaha announces appointment to 401(k) team; and more. 

Custodia appoints Brad Campbell to Strategic Advisory Council; CapAcuity new hire to consult on executive benefits; Deschutes appoints president of...

Morgan Stanley adds hires to financial solutions team; The Standard promotes defined benefits director; and PCS hires VP of service.

Rea & Associates adds new plan audit services director; Ascensus acquires TPA firm for FuturePlan platform; and Ameritas adds series...

Ascensus aquires TPA firm; ICMA-RC introduces new public 403(b) plan team; and Strategic Benefit Advisors hires senior benefits consultant.

Aegon Asset Management Hires Distribution Head; TRA Acquires Virginia TPA Firm; American Century Investments Names Senior Retirement Strategist; and more.

Morgan Stanley Makes Series of New Hires; Morneau Shepell Acquires Mercer DB Administration Business; PIMCO Promotes Former Managing Director to...

Willis Towers Watson adds DC Delegated Solutions leader; HSA Bank appoints relationship management SVP; MetLife Investment Management appoints head of...

Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; intellicents hires fiduciary retirement investment adviser;...

FAF Board of Trustees Appoints PwC Partner to Financial Accounting Foundation; Broadridge Acquires Custody Assets From TD Ameritrade; Voya Financial...

Northern Trust names foreign exchange sales head; MassMutual adds head of benefits practice; Transamerica implements series of promotions; and more.

BlackRock confirms leadership shift in retirement business; Buck selects wealth practice leader for Central region; and more.

Schroders adds promotions and hires to distribution team; Niles Lankford Group rebrands to Latitude; and Franklin Templeton names IPM for emerging...

intellicents buys Texas financial planner; Conte Weatlh Advisors adds primary adviser in Tampa location; and Jennison Associates hires fixed income...

GoldPoint Partners Appoints Managing Principle; Jennison Associates Names Sales and Client Services Manager; IRI Promotes Former Legal and Governmental Industry Experts; and...

BPAS partners with bank to create 401(k) platform; intellicents opens office in Colorado; and Seelaus names managing director of firm’s...

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

AXA Equitable appoints president; Wilshire announces series of promotions and hires; DWS Group adds investment solutions head; and more.