January 26, 2018
Past Regional Wholesaler Promoted by John Hancock; Willis Towers Watson Appoints U.S. Head of Asset Management Exchange; Qualified Plans LLC Joins Ascensus TPA Solutions; and more.
January 19, 2018
AndCo Adds New Compliance Officer to Team; RIA Firm Partners with Focus; Securian Financial Group Hires Regional Sales Vice Presidents for Small and Midsize Employers; and more.
January 12, 2018
Allianz Hires Director for Marketing of Tools and Services; Colony Enacts Mergers with Bridgewater Wealth and BWA; Three Bell Capital Partners with BPM Advisors; and more.
January 5, 2018
Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and more.
December 22, 2017
Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.
December 15, 2017
T. Rowe Price brings in new head of CEDT Innovation Center; Kestra Financial adds specialists to adviser platform; USI Consulting hires assistant vice president of retirement services; and more.
December 8, 2017
AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.
December 1, 2017
T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more.
November 22, 2017
Nikki Newton is appointed president of Ivy Distributors Inc.; John Hancock Retirement Plan Services forms a new leadership team charged with enhancing the delivery of large customized retirement plans.
November 17, 2017
Industry veteran joins Meeder as SVP; PGIM Investments appoints chief marketing officer to drive global expansion; FS Investments hires national sales manager to oversee sales professionals; and more.
November 10, 2017
Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity
Research Group; Recordkeeping and Consulting Firm Joins ABG
November 3, 2017
Director for Qualified Retirement Plan Sales Joins Pentegra; ABG to Partner with Stadion for Managed Account Retirement
Strategy; Provident to Move Into Ascensus’ Retirement Division
October 27, 2017
Mesirow Adds Seven-Person Investment Management Team; Mercer Hires Principal of Client Management; Hilb Group Acquires BKC to Expand Midwest Offices; and more.
October 20, 2017
Standard Hires Officer of Compliance and Ethics; Willis Towers Watson Appoints Head of Investment Solutions; Director
of Fund Administration Joins Triloma; and more.
October 13, 2017
QMA Hires Head of
Global Distribution; LCG Associates Hires
Atlanta Consultant; Capital Investment Companies
October 13, 2017
If appointed, the current member of the Senate Finance
Committee could have a major impact on any changes made to the fiduciary rule.
October 6, 2017
SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni &
Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more.
September 29, 2017
Envestnet to Acquire FolioDynamix; Nuveen Expands DCIO Sales Team; Kovack Securities Partners With Capital Guardian; and more.
September 22, 2017
Investors Hires Global Head of Fixed Income; FS Investments
Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.
September 15, 2017
Wilshire Partners With Vantage to Provide Fiduciary Services; T. Rowe Price Hires
Senior DC Strategist;
MassMutual Hires Three New Regional Managing Directors; and more.