Tag: Hiring firing

Four regional vice presidents have been added to the intermediary sales team of CUNA Mutual Retirement Solutions.

The Guardian Insurance & Annuity Company Inc. announced Matthew Butler and Christopher Pic have been named second vice presidents in the retirement solutions division.

Financial services provider OneAmerica added three regional sales staff to support the realignment of its field services and national accounts teams.

Total financial adviser headcount has decreased for a fifth consecutive year, according to research from Cerulli Associates.

With the affiliation of John Carroll and his new company, Wellspring Advisor Group LLC, Pensionmark Retirement Group has opened its first office in Louisiana.

Three key hires—Elizabeth Murphy, Mary Beth Glotzbach and Christina Manonian—in institutional sales, relationship management and consultant relations will strengthen Franklin Templeton’s foothold in the institutional marketplace.

Treye Weilbacher has joined John Hancock Retirement Plan Services as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.

Jim Lake, previously national sales manager of individual annuities, has been promoted to national sales manager of Guardian Retirement Solutions.

Annette Guarisco Fildes has been appointed CEO of the ERISA Industry Committee (ERIC).

Pinnacle Plan Design has expanded into the New York market with the addition of Susan Feit as a consulting actuary.

Conor Weir and Sophois Sokhom have joined Retirement Benefits Group to provide retirement consulting services to clients in Long Beach, California.

Chatham Partners announced a new market research platform for asset managers and retirement plan service providers aimed at boosting client service efficiency.

R. Evan Inglis has joined Nuveen Asset Management as senior actuary in institutional solutions.

Kelly Bush, Pete Ganey and Richard Snyder have joined MassMutual’s retirement services as managing directors who support sales of defined contribution retirement plans in the government market.

A new career planning website from the CFP Board is designed to support both employers and job seekers in the financial advisory industry.

Nonprofit trade association PSCA has named Tony Verheyen as executive director, following the resignation of Bob Benish.

ABD Insurance and Financial Services hired Brian Ashworth as vice president of its retirement services group.

Brendan Gundersen has joined Mainstay Investments as a managing director to head the firm’s institutional intermediary channel.

David Saunders and Victor Traub, III, have joined PSA Insurance & Financial Services.

Philip Gould has joined Pentegra Retirement Services to support the company’s business development efforts in Texas.