Tag: Retirement Industry People Moves

Bluespring Wealth Partners adds 3 executives; Financial Planning Association appoints CEO; Envestnet names new CTO; and more.

Rothschild Wealth Partners names Sean Kelly as vice chair; Investment Company Institute elects new chair; Kestra Holdings expands its leadership team; and more.

Leon Capital adds Travis Pittman as managing partner of strategic investments; Sun Life picks Tom Murphy as president; World Insurance...

Cetera names community leader of RIA Blueprint; Ashton Thomas names Doug Hagan as CIO; NFP adds 2 benefits vice presidents;...

Fiduciary Trust hires a senior portfolio manager; Pallas Capital Advisors adds a new strategic adviser; Northern Trust appoints a new...

CapWealth taps Christopher Stevens as executive vice president; Access Holdings welcomes Sam Tidswell-Norrish as partner; Troutman Pepper’s Tax and Benefits...

FMG names Mark Casady as executive chairman; wealth adviser David LeMond joins Farther; Ashleigh Kester joins Voya as advisory services...

Pirrello to join DCIIA as COO in 2026; Vanguard taps Natalie Lamarque as chief legal officer; Connecticut governor appoints TRA’s...

Churchill hires Michael Foley as head of institutional and Bill Stout leads private market strategy at Vanguard.

Cetera welcomes Michael Zawatsky and team from Oasis Asset Management Group; TaxStatus makes 3 board appointments; MetLife IM names Geert...

T. Rowe Price adds three hires for insurance business; MissionSquare appoints new leads to East field sales team; Douglas Winthrop...

Pacific Life hires Christine Bass to lead DCLI team; Michael Ferraro joins AllianceBernstein; EOX appoints Lisa Gomez to Board of...

Voya Investment Management expands distribution and wealth solutions sales teams; ISC Group welcomes Poplarski as senior vice president of retirement...

Alliant Insurance Services adds VP within its Employee Benefits Group; Coller Capital adds Burke Bradford and Kevin Peters to private...

CFP Board elects Martin Seay as 2026 board chair-elect; Inspira appoints Chris Herman as EVP of retirement and wealth; Alliant...

Cetera Advisors names Richard Vogel as community leader; FTI hires Luke Shane; Dechert adds Robert Shapiro to DC office; and...

The former assistant secretary of EBSA will work alongside recordkeepers, retirement plan advisers, plan sponsors and participants on key policy...

SBA names Andy Clonts as senior benefits consultant; Cheryl Morrison Deutsch joins 401GO as chief experience officer; Lincoln Financial hires...

CBIZ appoints Seth Goldblum to lead advisory services; Aidentified hires Dan Cavanaugh as head of wealth management; ADISA names new...

ERISApedia to join AmericanTCS business; EPIC Insurance Brokers & Consultants expands law firm group; Wagner Law Group adds to LA...