Tag: retirement plan advisers

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.

Neuberger Berman selects client adviser for institutional client group; Nuveen hires global head of client services; BPAS names new president and executive VP; and more.

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.

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

FuturePlan by Ascensus expands sales team; TRA acquires St. Louis-based firm; Goss Advisors appoints business development director; and more.

Luma hires annuities sales director; PBGC appoints new chief policy officer; OneAmerica selects RM leaders; and more.

Moneta hires first female CIO; Mesirow Board of Directors appoints new president; TRA hires Mid-Atlantic regional sales consultant; and more.

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.

Voya Financial announces new hire for large corporate market business and Ascensus appoints new regional VP.

LifeYield appoints Merrill Lynch executive; Edelman Financial Engines acquires Viridian Advisors; Alerus selects retirement sales consultant; and more.

OneDigital Investment Advisors acquires Clearview Advisory; FPS Group expands executive team; Principal adds portfolio manager to Global Asset Allocation team; and more.

Carillon names new president; ProNvest announces hires dedicated to business development; Russell Investments announces several new hires; and more.

T. Rowe Price announces series of changes; LaSalle selects new DC portfolio manager; ICMA-RC hires chief legal and external affairs officer; and more.

Commonwealth Financial selects new SVP of general counsel; SVP joins Mesirow Private Equity; head of Vanguard Fixed Income Group to retire; and more.

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.