Investment Adviser Association enters partnership with ACA; Hub acquires Millennium Advisory Services; Dechert hires employee benefits and executive compensation partner; and more.
Additionally, the firm has pledged to double the qualitative and forward-looking Morningstar Analyst Rating coverage of model portfolios by the end of 2021.
Johnson Financial joins Farpointe; EdgeCo selects new SVP; Lincoln Financial Group announces executive leader succession plans; and more.
Rebalance hires retirement services director; Cuna Mutual Group selects new leadership; and TRA adds regional sales consultant.
QPA hires managed account services director; Lightyear selects new senior adviser; NFP Acquires FBG; and more.
Mutual of Omaha retirement services hires internal wholesalers; Wells Fargo Advisors selects head of independent advisor group; Jennison Associates announces senior hires; and more.
LCG Associates promotes former investment analyst; Hub selects new financial adviser; Advisor group adds two professionals through Securities America; and more.
T. Rowe Price expands sales and consultant relations team; HUB hires retirement and private wealth CIO; WFAM to be rebranded as Allspring Global Investments; and more.
During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.
Dakota Wealth Management acquires Persimmon Capital Management; Evercore Wealth Management selects new wealth and fiduciary adviser; ISIAH International partners with Hub International and Forest Capital Management; and more.
Neuberger Berman selects client adviser for institutional client group; Nuveen hires global head of client services; BPAS names new president and executive VP; and more.
Putnam Investments announces developments to GAA team; Virtus Investment Partners enters acquisition with Stone Harbor; distribution head joins OneAmerica Retirement Services; and more.
FuturePlan by Ascensus expands sales team; TRA acquires St. Louis-based firm; Goss Advisors appoints business development director; and more.
Luma hires annuities sales director; PBGC appoints new chief policy officer; OneAmerica selects RM leaders; and more.
Moneta hires first female CIO; Mesirow Board of Directors appoints new president; TRA hires Mid-Atlantic regional sales consultant; and more.
One of his top priorities will be to provide research to develop retirement income products for DC plans.
CIM hires director for credit research; State Street Global Advisers CIO announces retirement; John Hancock retirement selects CEO for retirement and recordkeeping business; and more.
Join us TODAY at 2 p.m. EST as we discuss the past, present and future of the defined contribution investment only (DCIO) marketplace.