Tag: retirement plan advisers

Pontera appoints its first chief marketing officer; Pacific Life announces new head of defined contribution lifetime income; Dorsey & Whitney...

MetLife appoints director of institutional client group; eMoney announces leadership team additions; TIAA names head of research and thought leadership...

Allspring Global Investments hires U.S. distribution leader; Franklin Templeton hires U.S. institutional senior consulting adviser; Alger appoints head of distribution...

Triton Pacific Securities expands RIA focus; Millennium Trust names chief marketing officer; Commonwealth hires deputy general counsel and chief privacy...

J.P. Morgan Asset Management hires new head of retirement; Stadion’s two new hires to capitalize on growing interest in managed...

SEI names new family office and regulatory services leader; Security Benefit adds new financial institutions director; Creative Planning acquires Wipfli...

Mutual of Omaha Retirement Services announces new hire; CAPTRUST adds endowments and foundations director; PlanMember opens new financial center in...

CapAcuity appoints new director of marketing, managing director; Mercer Advisors acquires Mallard Advisors; Empower bolsters its brand with legacy name...

Mercer appoints U.S. not-for-profit CIO; CAPTRUST expands Midwest presence with new acquisition; Schroders appoints sustainability investment director.

Global Atlantic expands institutional business into Asia; new attorney joins The Wagner Law Group; Lincoln Financial Group names workplace solutions...

SageView appoints former Goldman director as COO; NEPC expands corporate consulting teams; Edelman Financial Engines appoints chief product and technology...

Mercer Advisors acquires two firms; First Trust Capital Partners acquires direct indexing firm; New York Life appoints head of retail...

Carillon Tower Advisers to rebrand as Raymond James Investment Management; J.P. Morgan Asset Management hires senior investment specialist; GW&K announces...

SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints...

The Retirement Advantage hires veteran financial professional, while AssetMark will acquire Adhesion Wealth.

The committee has named a new president and its first chief operations officer following a two-day planned meeting where the organization discussed its short- and long-term polices for...

Mercer Advisors makes three acquisitions; retirement and wealth management firm kPlans joins SageView Advisory Group; Prudential hires a global head...

Creative Planning acquires Ferris Capital; Envestnet strengthens its retirement solutions ecosystem with new acquisition; TIAA appoints chief institutional client officer;...

J.P. Morgan Asset Management hires new global head of broker relationship management; Mercer Appoints New West market wealth business leader;...

OneDigital names vice president of product; Advisor Group acquires Infinex; T. Rowe Price appoints senior ESG leader; Voya hires chief...