Tag: Career

Dietrich & Associates has joined the BDO Alliance; Pentegra Hires 403(b) Consultant; Strategic Retirement Partners Expands Northern California Team; and more.

There are some important implications for the future of the retirement advisory industry in the organizational history of LPL Financial’s retirement arm and its acquired businesses, particularly NRP. 

GFMA Announces New Executive Director; T. Rowe Price Adds Executives to Institutional Business Development; Capview Partners Welcomes Managing Director & Head of Client Relations; and more.

CFP Board released a draft of proposed revisions to its Standards of Professional Conduct for a 60-day public comment period, running through August 21, 2017.

Experts ask, what role can or should the retirement plan adviser play in pushing employers to be more paternalistic and generous with employee benefits? 

Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more. 

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

An industry veteran with more than 30 years of experience will lead Prudential Financial’s retirement business.

New Cerulli Associates research identifies “pain points” at the root of advisers’ decisions to change firms—and what leadership can do to address staff concerns before losing key advisers. 

A new survey by CFO Research and Prudential finds most financial executives believe a financially secure workforce has a major positive effect on their bottom line.

The Financial Planning Association (FPA) and FP Transitions have teamed up to help new financial planners find opportunities in existing firms' succession plans. 

Retirement Partner Advisors Joins Resources Investment Advisors; Mason Expands Institutional Investment Practice; Willis Towers Watson Expands Manager Research Team; and more.

For various reasons including recovering from the Great Recession and paying off debt, many Americans are working past the traditional retirement age of 65.

Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.

Arnerich Promotes Senior Consultant; AssetMark Hires Chief Information Officer; LMGC Expands Advisory Space; and more.

According to a report by the NEBR, women are punished more severely than men for misconduct and they are also less likely to find new employment. 

Establishing scholarship funds and more carefully considering the benefits of diversity in the hiring processes are just a few of the ways an increasing number of firms say...

T. Rowe Price Hires Head of Large Retirement Sales; Ascensus Appoints VP of Channel Management; PanAgora Asset Appoints Strategic Relationship Manager; and more.

The “Essential Retirement Advisor” program offers broad fiduciary training designed to help advice professionals stay up-do-date with the latest regulatory challenges. 

Data shows many small business owners continue to work later in life, making them ripe targets for retirement advice and deep support with succession planning and wealth transitions.