Retirement Industry People Moves

Retirement Industry People Moves

Carillon Tower Advisers to rebrand as Raymond James Investment Management; J.P. Morgan Asset Management hires senior investment specialist; GW&K announces changes to executive leadership; and more.

INSIDE THE MAGAZINE PLANADVISER May/June 2022

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An Update on the SEC’s Private Fund Rule

An Update on the SEC’s Private Fund Rule

While the proposed private fund transparency rules don’t address the work of financial advisers as directly as some other outstanding proposals, they have the potential to shake up a growing sector of the financial markets.

Retirement Industry People Moves

Retirement Industry People Moves

SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints surety leader in Canada; and more.