Tag: retirement plan advisers

Art by Subin Yang

Retirement Industry People Moves

Dakota Wealth Management acquires Persimmon Capital Management; Evercore Wealth Management selects new wealth and fiduciary adviser; ISIAH International partners with Hub International and Forest Capital Management; and more.

Art by Subin Yang

Retirement Industry People Moves

Advisor Group selects business development VP; Principal announces new chief information officer of retirement and income solutions; Cobbs Allen expands into 401(k) business with new hire; and more.

Retirement Industry People Moves

Putnam Investments announces developments to GAA team; Virtus Investment Partners enters acquisition with Stone Harbor; distribution head joins OneAmerica Retirement Services; and more.

Retirement Industry People Moves

CIM hires director for credit research; State Street Global Advisers CIO announces retirement; John Hancock retirement selects CEO for retirement and recordkeeping business; and more.

‘Game Changers’ Reflect Progress

The evolution of our Top 100 Advisers list represents the evolution of the retirement plan adviser industry, which has undergone fundamental shifts in business models since PLANADVISER’s founding.
Art by Subin Yang

Retirement Industry People Moves

OneAmerica hires industry veteran for East Coast sales territory; Ameritas announces new officer elections; AIG Retirement Services names new hires to consultant relations team; and more.