WESPAC, provider of retirement plan consulting, wealth management, and health and welfare benefits, added a team of advisers previously of Tower Asset Management.
Journey Financial Planners, a fee-only, independent registered investment advisory (RIA) firm in Massachusetts, is now also serving private businesses seeking solutions for their retirement plans.
Great-West Retirement Services has hired eight additional internal wholesalers to further enhance the support it provides its external sales force and their financial adviser and third-party...
Westrock Group, Inc., a financial services holding company, named Donald H. Hunter, Jr., as CEO and president of the firm and its wealth management subsidiary, Westrock Advisors, Inc.
Legg Mason Inc. reorganized five funds in its ClearBridge Advisors unit as money manager Alan Blake and Hersh Cohen, the division’s investment chief, are set to retire.
Verity Asset Management added five new investment adviser representatives as part of its expansion of advisory services in the 403(b) marketplace, the company said.
The Illinois Bankers Association (IBA) and the Springfield, Illinois-based Empire Advisory Group are teaming up to offer Empire's 401(k) plan, 403(b) plan, and nonqualified deferred compensation (NQDC) plans...
Days after Bank of America (BofA) announced the appointment of Sallie Krawcheck to run global wealth and investment management, Daniel Sontag said he will leave BofA, according to...
Security Benefit has won a contract with the Retirement Investors' Club (RIC) of Iowa to be a provider for the 457 plans and 401(a) plans offered by state...
Bank of America Corporation (BofA) unveiled four senior management changes, including the appointment of Sallie Krawcheck to lead Global Wealth and Investment Management.