Tag: Investment Managers

Art by Subin Yang

Retirement Industry People Moves

John Hancock Investment Management Adds Managing Director; Willis Towers Watson Promotes Team Heads; Custodia Financial Appoints Brad Campbell to Strategic Advisory Council; and more.

Art by Subin Yang

Retirement Industry People Moves

Transamerica promotes RVP to large-market sales director; Rea & Associates adds new plan audit services director; Ascensus acquires TPA firm for FuturePlan platform; and more. 

Art by Subin Yang

Retirement Industry People Moves

Cohen & Steers adds global marketing head; Insight Investment hires leader of marketing in North America; and Transamerica brings in directors of client engagement and retirement strategy.

Art by Subin Yang

Retirement Industry People Moves

Cerity Partners Connects with Karsten Advisors; Former NFL Player-Turned-Investment Adviser Joins PlanMember Financial Corp; Mutual of Omaha Retirement Services Expands Sales Team; and more.

Retirement Industry People Moves

The American College of Financial Services announces multiple hires and promotions; Northern Trust names foreign exchange sales head; MassMutual adds head of benefits practice; and more.

Retirement Industry People Moves

BlackRock Confirms Leadership Shift in Retirement Business; Regional Vice President Joins Transamerica; CAPTRUST Adds FiduciaryVest Members to Advisory Practice; and more.

Art by Subin Yang

Retirement Industry People Moves

Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more. 

Clear Ground Rules Essential With 3(38) Fiduciary Clients

Experts share strategies for helping advisers taking on 3(38) fiduciary clients understand how they can set up the right processes and procedures—up front—for dealing with client concerns and questions about the investment menu.

Retirement Industry People Moves

BPAS creates 401(k) platform with ANBTX; Experienced CFP leads intellicents’ new office; and Seelaus names managing director of firm’s subsidiary.