NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales rep; GW&K adds taxable bond portfolio manager; Northern Trust Asset Management boosts OCIO team.
Tag: Hiring firing
PNC Asset Management moves ahead on CIO transition; Morningstar acquires RightPond analytics capabilities from Rocaton Investment Advisors.
People on the move at Cetera Financial Group, Neuberger Berman, FinMason, Putnam Investments and more.
People on the move at Mutual of America Life Insurance Company, Beacon Pointe Advisors, TIAA and Pentegra Retirement Services.
New hires and promotions at Channel Financial Pension Services, Groom Law Group, Cambridge Investment Research and more.
New hires at OneAmerica, T. Rowe Price, JP Morgan Asset Management and Lincoln Financial Group.
New hires and promotions at Hamilton Capital Management, SEI, Fiduciary Investment Advisors and more.
The managing director of corporate relations for the CFP Board says there are many ways to successfully recruit Millennials and Gen Xers into an advisory practice—what matters most is the effort.
This week: Jefferson National creates an investment and research position, CBIZ makes another acquisition, Arnerich Massena names a division managing director and more.
This week: Amundi Smith Breeden’s new hire, and TPA United Retirement Plan Consultants partners with a data and tech recordkeeping provider.
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.