Tag: retirement plan advisers

On the Move

Transactions, promotions and new hires in the financial advisory industry.
Art by Subin Yang

Retirement Industry People Moves

Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and Motive acquire Wilshire Associates.

Art by Subin Yang

Retirement Industry People Moves

QMA appoints new head of U.S. consultant relations; ABG expands to Midwest with Retirement Plan Consultants; The Wagner Law Group promotes ERISA attorneys; and more.

Art by Subin Yang

Retirement Industry People Moves

Unified Trust joins EdgeCo; Putnam Investments CIO announces plans to retire in 2021; Marathon Asset Management hires senior high-yield portfolio manager; and more.

On the Move

Transactions, promotions and new hires in the financial advisory industry.
Art by Subin Yang

Retirement Industry People Moves

CAPTRUST selects VP and institutional financial adviser; Insight Investment adds leaders to North American practice; NFP acquires multidisciplinary insurance broker; and more.

Art by Subin Yang

Retirement Industry People Moves

Crossroads Financial Services joins LPL RIA platform; Alliance acquires recordkeeping and HR consultant; Resources Investment Advisors adds MPRA to list of acquisitions; and more.