Retirement Industry People Moves
Arnerich Promotes Senior Consultant; AssetMark Hires Chief Information Officer; LMGC Expands Advisory Space; and more.
Tag: Consultants
Seyfarth Shaw Expands Seyfarth Benefits Consulting
Seyfarth Benefits Consulting focuses on supporting clients' ongoing legal counseling and administrative needs in relation to their retirement, health and welfare programs.
Trust Company of America Adopts MoneyGuidePro
The software would allow RIAs to pull client data into illustrative planning technology.
Schwab Expands Hybrid Advisory Service
The package provides access to human advisers as well
as an automated managed account built with ETFs from Schwab and other providers.
Investment Products and Service Launches
Schwab Partners with eShares; and USAA Deploys Military Retirement Comparison Tool.
License to InHub Allows PlanPILOT to Offer Digital RFPs
The new technology access will allow PlanPILOT to perform more requests for proposals (RFPs) and reduce the time commitment for all involved, including candidates.
Retirement Industry People Moves
John Hancock Retirement Services Names Taft-Hartley Plan Consultant; T. Rowe Price Expands Mega Market Sales Team; Broadridge Financial Expands Mutual Fund and ETF Division; and more.
Time to Standardize the Language of Auto-Features
Common “auto” plan design terms often mean different things
to different clients—even within the same company or plan committee.
Retirement Industry People Moves
Risk Strategies Acquires TSG Financial; Sentinel Names New CEO; and more.
John Hancock Expands Open Architecture Platform for TPAs
John Hancock Retirement Plan Services aims to help plan consultants expand their business by shifting focus to TPAs.
Retirement Industry People Moves
Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more.
Retirement Industry People Moves
Nationwide to Acquire Jefferson National in 2017; Integrated Retirement Hires Former ERISA Lawyer; Hatteras Funds Adds Managing Director of Business Strategy; and more.
Retirement Industry People Moves
Segal Names National Director of Multiemployer
Consulting; and Cammack Expands into Southeast With Addition of Consultant.
Retirement Industry People Moves
New regional manager joins OneAmerica; Custodia Financial hires two leaders to manage Retirement Loan Eraser; Voya Financial hires new director; and more.
Retirement Industry People Moves
New CEO Joins Voya; Capital
One Investments Welcomes Six New Financial Advisers; The Retirement Advantage Adds New Regional Sales
Consultant; and more.
Retirement Industry People Moves
Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.
Retirement Industry People Moves
Voya hires retirement strategist; Multnomah Group hires new consultant; TIAA moving forward with EverBank acquisition; and more.
Retirement Industry People Moves
Firms Combine to Create Pavilion Alternatives Group; Nationwide Names
Head of Investment Strategies and CIO; Northern Trust Names Global Head of
Consultant Relations; and more.
Retirement Industry People Moves
The Segal Group announces new president and CEO; USI Consulting names vice president and actuary; Hyas Group hires senior consultant; and Merrill Lynch staffs new financial wellness role.
Retirement Industry People Moves
Northern Trust Asset Management adds Public Funds and Taft-Hartley
leader; Securian expands footprint in Michigan; The Retirement Advantage hires
regional sales consultant, and more.