Retirement Industry People Moves

Retirement Industry People Moves

Dakota Wealth Management acquires Persimmon Capital Management; Evercore Wealth Management selects new wealth and fiduciary adviser; ISIAH International partners with Hub International and Forest Capital Management; and more.

INSIDE THE MAGAZINE PLANADVISER May/June 2021

MORE NEWS

ProNvest Launches Fintech Platform

It can cull data for advisers, banks, credit unions, insurance firms and other institutions to give an overview of a person’s defined contribution plan holdings.