Retirement Industry People Moves
Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more.
Retirement Industry People Moves
Cetera CEO steps down due to health concerns; Wilshire announces series of promotions and hires; DWS Group adds investment solutions head: and more.
Retirement Industry People Moves
Schroders announces North American distribution hires; Senior consultant joins PEI; Wise Rhino Group hires managing director; and more.
Retirement Industry People Moves
Murphy and Reynolds take new roles at Great-West; Retirement sales consultant joins TRA; ERISA industry committee appoints leaders; and more.
Recordkeeping Clients of BB&T and SunTrust Wait for More Merger News
The recently-announced merger between BB&T and SunTrust will create the sixth-largest retail banking organization in the U.S.; both firms also have a presence in the DC plan recordkeeping world, prompting questions about what the deal could mean for retirement plan clients.
Teachable Moments from Bill Gross’ Run as the ‘Bond King’
Bill Gross’ reign as the “Bond King” offers a chance to reflect on the benefits and challenges firms face when they have superstar employees.
Retirement Industry People Moves
Multnomah Group expands consulting team; Ascensus selects regional VP for South Texas division; RVPs join CUNA Mutual sales division; and more.
Great-West to Focus on Retirement and Investment Divisions After Selling Life and Annuity
“As more Americans save for retirement through workplace savings plans, external market forces are simultaneously creating new opportunities for plan providers. These factors present significant near and long-term future opportunities to deliver a robust spectrum of retirement services to more plan sponsors, financial intermediaries and participants," a spokesperson told PLANADVISER.
Retirement Industry People Moves
Transamerica promotes division VP; TRA hires past sales manager to newly created role; Lightyear announces series of promotions; and more.
Retirement Industry People Moves
MassMutual adds regional managing directors; consulting firm founder joins Alan Biller and Associates; BPAS announces institutional sales VP; and more.
Bogle’s Death Shines Light on a Persistent Fee Debate
The death of Vanguard Group founder Jack Bogle offers a chance to reflect on the long-standing debate regarding passive and active management and the role of controlling fees and expenses in the effort to build household wealth from modest means.
The Segal Group Acquires Benz Communications
Jennifer Benz, senior vice president, who was CEO of Benz Communications, said her firm has been experimenting with new things that The Segal Group’s current clients will have access to.
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.