Retirement Industry People Moves
The Lanzetta Group moves to Securities America platform; Deutsche Bank hires West Coast head; Greenleaf joins Retirement Advisor Council; and more.
Retirement Industry People Moves
Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more.
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.
Retirement Industry People Moves
Cetera CEO steps down due to health concerns; Wilshire announces series of promotions and hires; DWS Group adds investment solutions head: and more.
Retirement Industry People Moves
Schroders announces North American distribution hires; Senior consultant joins PEI; Wise Rhino Group hires managing director; and more.
Retirement Industry People Moves
Murphy and Reynolds take new roles at Great-West; Retirement sales consultant joins TRA; ERISA industry committee appoints leaders; and more.
Retirement Industry People Moves
Multnomah Group expands consulting team; Ascensus selects regional VP for South Texas division; RVPs join CUNA Mutual sales division; and more.
Retirement Industry People Moves
Transamerica promotes division VP; TRA hires past sales manager to newly created role; Lightyear announces series of promotions; and more.
Retirement Industry People Moves
MassMutual adds regional managing directors; consulting firm founder joins Alan Biller and Associates; BPAS announces institutional sales VP; and more.
Retirement Industry People Moves
The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.
Retirement Industry People Moves
Resources adds two firms in growing partnerships, and Hooker & Holcombe hires retirement plan education specialist.
Retirement Industry People Moves
Tech experts join PCS; DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; and more.
Retirement Industry People Moves
Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.
Retirement Industry People Moves
Vestwell and BNY form partnership to provide retirement plans; 401(k) professionals establish advising firm; DWC brings on industry veteran as first in-house actuary; and more.
Retirement Industry People Moves
DWS hires municipal bond director; PBGC announces several leadership appointments; Principal International names retirement income solutions leader; and more.
Retirement Industry People Moves
Transamerica announces hire and promotions; Mercer closes acquisition of Summit Strategies Group; FIA opens Wellesley office; and more.
Retirement People Industry Moves
E*Trade and Edelman Financial Engines announce custody relationship; Edelman Financial Engines appoints former EBSA leader to board; Investment strategist joins FIA; and more.
Retirement Industry People Moves
Beacon Pointe Advisors names CIO; Asset-Map partners with Cambridge Investment Research; VALIC appoints new business development vice president; and more.
Retirement Industry People Moves
Stonebridge joins the hybrid solutions platform of Triad Advisors; SEI partners with higher education governance organization; client engagement expert joins Transamerica; and more.
Retirement Industry People Moves
ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; Callan Adds Team Member to Capital Markets Group; and more.