This week: Amundi Smith Breeden’s new hire, and TPA United Retirement Plan Consultants partners with a data and tech recordkeeping provider.
Tag: Hiring firing
In her new role at Voya Financial, Mary Witherow takes on responsibility for client satisfaction, retention and growth in the large corporate market.
The industry wants to get ahead of an expected talent shortage.
The parent company of PLANADVISER says the appointments were made in support of an expansion plan.
U.S. financial adviser headcount increased a little more than 1% in 2014, Cerulli finds.
This week: a $2.9 billion team leaves Merrill Lynch for Raymond James; MassMutual’s newest acquisition; and a new COO for Global Retirement Partners (GRP), and more.
A new publication from Schwab Advisor Services seeks to deliver actionable insights about recruiting and talent retention within RIA firms.
Promotions, additions and acquisitions at Rothschild Asset Management, Benefit Controls of the Carolinas, Russell Investments and more.
Promotions in the Index funds division at LGIMA.
The Lincoln Financial Network WISE Group found, once people get a better sense of what it means to be an adviser and to work in financial services, often they are drawn to it.
Jamie Ohl leaves Edward Jones for Lincoln Financial Group; Daniel Caffrey joins The Retirement Advantage; Barbra A. Byington and Christopher Jarmush receive promotions at Gallagher Fiduciary Advisors; Brett Dutton comes to PNC.
Joseph Gill joins Rothschild’s Asset Management Institutional Sales team; Diana Jordan comes to Unified Trust Company; Julie Niccum rejoins Ascensus.
In the wake of David Tyrie’s move to a different unit, Bank of America has announced a number of staff changes.
Antonio Duarte has joined Fiduciary Investment Advisors as a consultant.
Anova Consulting Group has added two executive interviewers and one senior research analyst to its staff.
Robert Zeidman, a business development officer in PNC’s institutional asset management unit, is now OCIO product specialist.
Paul Murray has experience working with hospital and higher education 401(k)s and 403(b)s.
Kristin Dunlevy, a retirement plan adviser, will open the Louisville office of ProCourse Fiduciary Advisors.
LIMRA research finds promising alternatives to hiring from online job boards.
Brian C. Ford has joined asset management firm The TCW Group as a senior vice president for the institutional marketing team.