Tag: retirement plan advisers

DWC – The 401(k) Experts selects new principal; Voya Financial realigns New Jersey territories to expand distribution reach; and Ascensus names new FuturePlan president.

CFP Board names new D&I director; T. Rowe Price Retirement hires senior sales executive; Mid Atlantic Acquires PensionPro; and more.

LeafHouse and investGrade announce new marketing VP; AIG selects executive VP, global head of Operations; Loomis, Sayles & Company add leaders to ESG practice; and more.

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.

BNY Mellon recruits former State Street managing director; Voya Financial adds to leadership team; Schroders announces changes within leadership team; and more.

Hearts & Wallets selects chief client officer; executive VP and global head Joins AIG; and Former Lincoln Group exec moves to Transamerica as new president and CEO.

TIAA announces new president and CEO; Advisor Group brings in financial experts; managing director joins client development team at Strategic Investment Group; and more. 

Private equity firms acquire Wells Fargo Asset Management; Voya Retirement expands small-mid market corporate team; and more.

Reams selects fixed income professional as portfolio manager; Schroders announces recent hires in New York and Denver; ERISA attorney joins Jackson Lewis P.C.; and more.

Transamerica adds RVPs to mid-market retirement sales team; Vontobel AM selects relationship manager for U.S. west coast; Mercer appoints president for U.S. and Canada and East Market CEO; and more.

GBB joins CAPTRUST and Voya grows large market team for southeast.

OneDigital Investment Advisors expands to NQDC market; PWA Joins CAPTRUST; Mutual of Omaha Retirement Services Adds to Sales Team; and more.

Empower Retirement selects core market sales director; OneDigital Investment Advisors acquires portion of Vertical Financial Group; New Partner joins MKCI; and more.

BNY Mellon appoints financial institutions head; Ascensus selects head of sales for FuturePlan; Pentegra adds new regional director; and more.

Mercer Advisors acquires Atlanta wealth management firm; Wagner Law Group appoints partner; PCS Retirement acquires ABGRM; and more.

PCS makes additions to leadership team; Raymond James Financial acquires NWPS; and more.

Advisor Group and Securities America recruit Gaulden & Associates; NTSA hires executive director; retirement services SVP joins PlanMember; and more.

Global Client Group head joins AB; Alger hires SVP and institutional team co-head; The Standard hires retirement plan consultant for Northern California and Nevada; and more.