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Promotions, acquisitions, partnerships and more reveal that theemployee benefits and retirement industry have been busy despitethe chaos of spring 2020. Here are just a few we've learned of.
|VantageLeadership Consulting announced Mary Beckerhas joined the firm as Client Partner, Business Development whereshe will work closely with Michael Baker, Head of TalentDevelopment. Becker joins Vantage Leadership Consulting from LeeHecht Harrison (LHH), where she was most recently the vicepresident of business development. During her time atLHH, Becker's focus was on building partnerships andstrategic alliances, while providing expertise and solutions tomeet customers' needs in Career Transition, Employee Engagement,Change Management, and Leadership Development.
|Sharecare announced that it has acquiredMindSciences, a provider of evidence-basedbehavior change apps founded by neuroscientist Dr. Jud Brewer. Thisacquisition builds on Sharecare's existing partnership withMindSciences, through its tobacco cessation program. MindSciences'full suite of app-based digital therapeutics are now available toSharecare's enterprise partners as well as consumers.
|Salary Finance and Equifaxannounced a new partnership that aims to help companies improve theeconomic health of their employees. Employers can take advantage ofanonymized and aggregated data from Equifax to identify the groupsof workers experiencing the most financial stress so that they canhelp employees with the right financial wellness benefits.
|ClariVest Asset Management, an affiliate ofCarillon Tower Advisers, announced that Gashi Zengeni,CFA, has been promoted to Assistant PortfolioManager. Based in ClariVest's San Diego headquarters,Zengeni will continue her work in the area led by David Vaughn,CFA, Chief Investment Officer for Non-U.S. and Global Strategies atClariVest. Zengeni joined ClariVest in late 2015 from RussellInvestments, where she worked as a Research Analyst responsible forthe evaluation and selection of emerging and frontier marketinvestment managers.
|Cariloop, a caregiver support company announced thatit has completed a $6 million Series A round of financing.Dallas-based Patterson Thoma Family Office led the investment roundwith participation from Revolution's Rise of the Rest Seed Fund,ACAP Health, KCRise Fund, MPK Equity Partners and Patrick McGee,and other existing investors and partners.The investment bringsCariloop's total funding to $8.2 million and will help the Companyto accelerate its strategic distribution efforts nationally.Patterson Thoma's Chief Financial Officer, Colin Patrick, will joinCariloop's Board of Directors.
|The Board of Directors of Certified Financial Planner Board of Standards,Inc. (CFP Board) announced the adoption of new ProceduralRules.The final Procedural Rules consolidate and replace theDisciplinary Rules and Procedures and the Appeal Rules andProcedures and will become effective on June 30, 2020, when CFPBoard begins enforcement of the new Code of Ethics and Standards ofConduct (Code and Standards). To help CFP professionals understandthe updated enforcement process outlined in the new ProceduralRules, CFP Board has created an Enforcement Process Guide.
|The CarlyleGroup and T&D Holdings announced they have completedtheir acquisition of a 76.6% interest in Fortitude GroupHoldings, whose group companies include Fortitude Re, fromAmerican International Group, Inc.(AIG). Fortitude Re is thereinsurer of approximately $30 billion of reserves from AIG'sLegacy Life and Retirement Run-Off Lines and approximately $4billion of reserves from AIG's Legacy General Insurance Run-OffLines related to business written by multiple wholly-owned AIGsubsidiaries.
|BPAS Actuarial& Pension Services (APS) announced that JasonDisco has been promoted to Vice President, Sales. Discojoined BPAS APS in 2015 as Director of Defined Benefit Sales. Discowill oversee the DB plan sales process and work with financialintermediary partners to distribute actuarial and consultingservices nationwide. He will also coordinate consulting servicesfor DB/DC (defined contribution) combination plans and more.
|Alegeusannounced a partnership with HealthPoint Plus, a subscription-basedtelehealth provider that connects patients to state-licensed,board-certified doctors. Clients will have access to the offeringthrough the Alegeus platform's marketplace page.HealthPoint Plusprovides access to virtual urgent care and mental healthappointments, coordinates prescriptions for local pickup, andshares visit information with a patient's primary care physicianfor care continuity.
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