Retirement Industry People Moves
The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.
Institutional Shareholder Services and Strategic Insight Join Forces
SI’s data sets will complement ISS Analytics’ data intelligence.
RBG and Triad Discuss Recently Confirmed Affiliation
Triad and Resources Investment Advisors say the recruitment of Retirement Benefits Group reflects the way retirement-focused advisers are seeking integrated practice management solutions and hands-on support from brokerage and custody service providers.
Sheridan Road Financial Sells Practice
The specialist retirement plan and private wealth advisory firm has been acquired by HUB International Limited.
Retirement Industry People Moves
Resources adds two firms in growing partnerships, and Hooker & Holcombe hires retirement plan education specialist.
Retirement Industry People Moves
Tech experts join PCS; DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; and more.
Retirement Industry People Moves
Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.
Retirement Industry People Moves
Vestwell and BNY form partnership to provide retirement plans; 401(k) professionals establish advising firm; DWC brings on industry veteran as first in-house actuary; and more.
Retirement Industry People Moves
DWS hires municipal bond director; PBGC announces several leadership appointments; Principal International names retirement income solutions leader; and more.
Retirement Industry People Moves
Transamerica announces hire and promotions; Mercer closes acquisition of Summit Strategies Group; FIA opens Wellesley office; and more.
Retirement People Industry Moves
E*Trade and Edelman Financial Engines announce custody relationship; Edelman Financial Engines appoints former EBSA leader to board; Investment strategist joins FIA; and more.
Retirement Industry People Moves
Beacon Pointe Advisors names CIO; Asset-Map partners with Cambridge Investment Research; VALIC appoints new business development vice president; and more.
Victory Capital Purchases Known Military Servicing Investment Firm
The firm will continue to supports the needs of the military community and their families.
Retirement Industry People Moves
Stonebridge joins the hybrid solutions platform of Triad Advisors; SEI partners with higher education governance organization; client engagement expert joins Transamerica; and more.
Auto-IRAs Could Reduce Retirement Savings Shortfall by 16%, EBRI Says
In an attempt to better understand the retirement savings shortfall and to promote potential solutions, EBRI decided to look closer at the way a number of states have launched their own automatic retirement savings initiatives.
Retirement Industry People Moves
ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; Callan Adds Team Member to Capital Markets Group; and more.
Retirement Industry People Moves
Bernstein Adds Industry Executive to Philadelphia Region; T. Rowe Appoints CIO to Head of Investment Strategy; The Hilb Group Acquires Actuarial Consulting Firm; and more.
Ladenburg Launches LIFT University Gender Diversity Program
The LIFT University program encourages women in college to learn about the financial adviser profession, connecting them with experienced mentors and recruiting opportunities.
Retirement Industry People Moves
Voya hires regional sales vice president; Northern Trust names former employee its new strategy director; Broadridge announces a series of changes to its global operations team; and more.
Retirement Industry People Moves
Past Wholesaler Forms Retirement Plan Consulting Firm; Pentegra Names TPA Operations Director; San Francisco-Based Advisory Firm Rebrands; and more