Deals & People February 1, 2011

BCG Securities Appoints National Sales Director

Jake Reardon is the new National Sales Director at BCG Securities, a full-service broker/dealer (B/D) and wealth management firm. 
Reported by

Reardon will lead the sales and wealth management initiatives for BCG Securities; he will also be responsible for recruiting and training new advisers. Reardon has worked in wealth management and financial services for more than 16 years, according to the company.

“Jake is a seasoned leader who will be an excellent addition to our sales team,” said Adam Paglione, President of BCG Securities. “He has a proven track record of developing successful sales teams and a deep understanding of sales operations.”

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Deals & People February 1, 2011

PLANADVISER Unveils Inaugural “Legends” List

The list recognizes five individuals in honor of PLANADVISER’s fifth anniversary.
Reported by

Launched in 2006, PLANADVISER, the only magazine to address the specific needs and concerns of advisers who specialize in the sale and servicing of institutional retirement plans, including 401(k), 403(b) and defined benefit plans, this year commemorates its fifth anniversary by recognizing as “legends” five individuals who had made a significant personal impact to the retirement plan industry and the advisers who support it.

Those individuals are:

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  • Bob Doll, Chief Equity Strategist and head of the U.S. Large Cap Series equity team at BlackRock.
  • Bill Chetney, Chief Executive Officer and President, LPL Financial Retirement Partners
  • Congressman George Miller, (D-California), Ranking Democrat, Committee on Education and the Workforce Committee
  • Don Phillips, President, Fund Research, Morningstar, Inc.
  • Fred Reish, Managing Director and Partner, Reish & Reicher

The PLANADVISER “legends” will be featured in the fifth anniversary issue of PLANADVISER, and will be honored at our annual Awards for Excellence celebration in New York City on March 24. 

At that event, along with sister publication PLANSPONSOR, we will also be honoring our Retirement Plan Advisers and Adviser Teams of the Year, our Plan Sponsors of the Year, as well as other retirement industry luminaries.

More information about the Awards for Excellence celebration is available here.  

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