HighTower Adds Leadership Hires to Corporate Team; Morgan Stanley Makes Series of New Hires; Morneau Shepell Acquires Mercer DB Administration Business; and more.
Cerity Partners Connects with Karsten Advisors; Former NFL Player-Turned-Investment Adviser Joins PlanMember Financial Corp; Mutual of Omaha Retirement Services Expands Sales Team; and more.
Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; TRA adds regional sales consultant; and more.
Broadridge acquires custody assets from TD Ameritrade; The Standard promotes and hires industry consultants; Regional sales consultant joins TRA; and more.
The American College of Financial Services announces multiple hires and promotions; Northern Trust names foreign exchange sales head; MassMutual adds head of benefits practice; and more.
Janney Montgomery Scott acquires Atlanta-Based firm; investment advisory firms join CAPTRUST; CFO hired at PCS; and more.
The Lanzetta Group moves to Securities America platform; Deutsche Bank hires West Coast head; Greenleaf joins Retirement Advisor Council; and more.
Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more.
BPAS creates 401(k) platform with ANBTX; Experienced CFP leads intellicents’ new office; and Seelaus names managing director of firm’s subsidiary.
Cetera CEO steps down due to health concerns; Wilshire announces series of promotions and hires; DWS Group adds investment solutions head: and more.
Schroders announces North American distribution hires; Senior consultant joins PEI; Wise Rhino Group hires managing director; and more.
Murphy and Reynolds take new roles at Great-West; Retirement sales consultant joins TRA; ERISA industry committee appoints leaders; and more.
Multnomah Group expands consulting team; Ascensus selects regional VP for South Texas division; RVPs join CUNA Mutual sales division; and more.
Transamerica promotes division VP; TRA hires past sales manager to newly created role; Lightyear announces series of promotions; and more.
MassMutual adds regional managing directors; consulting firm founder joins Alan Biller and Associates; BPAS announces institutional sales VP; and more.
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.
Resources adds two firms in growing partnerships, and Hooker & Holcombe hires retirement plan education specialist.
Tech experts join PCS; DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; and more.
Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.
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.