Tag: retirement plan advisers

OneDigital names vice president of product; Advisor Group acquires Infinex; T. Rowe Price appoints senior ESG leader; Voya hires chief information security officer; and more.

Smart hires group sustainability director; SageView adds government and public sector retirement plan expert; and Adviser Group adds business strategies and compliance expert.

CFP Board appoints head of research; Mercer Advisors acquires HYA Advisors; attorney returns to the Wagner Law Group as principal; and more.

Nationwide hires brokerage annuity distribution leader; LPL Financial names chief product officer and national sales and marketing leader; Schroders appoints senior sub-advisory sales professional; and more.

OneDigital hires chief information officer; the CFP Board appoints new chief financial officer; Alight hires wealth consultant relations director; and more.

AssetMark appoints new chief investment officer; AIG names new chief investment, risk and underwriting officers; Verus adds two senior consultants in Chicago; and more.

HUB International acquires 401(k) Advisors; Creative Planning acquires Resource Management; GW&K Investment Management names new partner; and more.

Voya hires national third-party administrator relationship manager; OneAmerica promotes sales, business veteran to key regional leadership spot; Goldman Sachs to acquire NextCapital Group; and more.

NFP acquires Achilles & Associates, expanding insurance and benefits capabilities, while The Standard hires new retirement plan consultant.

SageView Advisory Group adds new head of wealth management; Transamerica names new president of individual solutions; Robeco appoints head of alternative alpha research; and more.

Independent Financial Group adds senior vice president; IRI names two new members to board of directors; Ameritas announce new executive vice president; and more.

HUB announces acquisition of Taylor Advisors; PGIM names head of DC Solutions business; OneAmerica hires leader for Participant Workplace Solutions team; and more.

OneDigital reveals latest acquisition; Alerus names new senior retirement specialist; WTW appoints global head of credit, manager research; and more.

Creative Planning acquires JBJ Invest; Vestmark names direct indexing senior vice president; HBL expands ERISA litigation capabilities; and more.

Easterly Asset Management hires VP of intermediary relationships; abrdn bolsters consultant relations team; Nationwide promotes pension risk transfer business leader; and more.

M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative Planning acquires Paradigm Financial Advisors; and more.