Mega Teams Control Much of the Advisory Market
New research from financial analytics firm Cerulli Associates finds “mega adviser teams” with at least $500 million in assets under management control 42% of the total advice market.
Tag: Career
Blue Prairie Group Adds Office Leader
Carmela Elco joined the Chicago-based institutional retirement and investment consulting firm Blue Prairie Group as an affiliated retirement consultant and office leader.
Mercer Adds to DC Specialty Practice
Giuliana Rivers joined benefits consulting firm Mercer within its defined contribution (DC) advisory practice.
AllianceBernstein Adds to DC Business Team
AllianceBernstein LP, a global investment management firm, announced that Roberta Matheny has joined the firm as vice president and senior client service officer.
Taylor Investment Adds to Pension Marketing Staff
Stephen Birmingham joined Taylor Investment Counselors as executive vice president, director of business development.
Pentegra Appoints West Coast Sales Leader
Scott Schaerer joined Pentegra Retirement Services as a regional director in charge of qualified plan sales and business development on the West Coast.
Scott Davison Named CEO of OneAmerica
J. Scott Davison will begin serving as chief executive officer for the companies of OneAmerica on April 1.
Sapers & Wallack Adds Retirement Head
Rob Corlito joined the retirement plan services division at Sapers & Wallack, an employee benefits and financial services consulting firm in Newton, Massachusetts.
Lincoln Names Business Development Director
Lincoln Financial Group appointed Sean Duncan as an institutional business development director within the firm’s retirement plan services business.
Towers Watson Names New Head of Investments
Professional services and consulting firm Towers Watson named Steve Carlson as head of investments for the Americas region.
MetLife Appoints Head of U.S. Pensions
MetLife, Inc. appointed Wayne Daniel as vice president for U.S. pensions within the firm's corporate benefit funding division.
Present Value for Future Payoff
A practice is more than just a way to collect a paycheck, says Jeff Concepcion. Many advisers think of it that way, but when they want to monetize...
CAIA, IMCA Team on Alts Certification
Advisers can put their proficiency in alternative investments to the test with the Fundamentals of Alternative Investments Certificate.
Great-West, Putnam to Combine Retirement Businesses
Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine the retirement businesses of both subsidiary companies.
Sibson Adds Senior Retirement Consultant
Shane E. Conlon has joined Sibson Consulting as a vice president and senior retirement consultant.
Reddy to Head Full Service Investments at Prudential
Prudential Retirement named Srinivas Reddy to a newly created role overseeing investments for its full service business.
SageView Names Chief Marketing Officer
Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.
Cornerstone Adds to Client Relations Staff
Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.
SageView Grows California Footprint
Garrett Stinson joined registered investment advisory firm SageView Advisory Group as a managing director.
CAPTRUST Adds to Advisory Staff
Peggy Whitmore joined CAPTRUST Financial Advisors, which provides independent investment management services, as a vice president and financial adviser.