Tag: retirement plan advisers

Retirement Services Group Joins LaSalle St.; DWS appoints client coverage leader; and Innovest selects new VPs for retirement practices.

LeafHouse announces marketing and communications VP; Aegon AM selects global product head; Compass Advisors joins Vanguard’s Elite Advisor Program; and...

Hall Benefits Law announces changes to ERISA team and BNY Mellon elects governance expert to Board of Directors.

CAPTRUST selects VP and institutional financial adviser; Insight Investment adds leaders to North American practice; NFP acquires multidisciplinary insurance broker;...

Lockton brings in senior adviser; Qontigo selects multi-asset solutions head; Franklin Templeton appoints head of U.S. distribution; and more.

Tiedemann Advisors selects Family Governance head; Mutual of Omaha promotes national 401(k) sales director; Tech and client services head joins...

Crossroads Financial Services joins LPL RIA platform; Alliance acquires recordkeeping and HR consultant; Resources Investment Advisors adds MPRA to list...

Aegon Asset Management names consultant relations leader; Pentegra announces new additions to sales force; ISS ESG selects global research leader;...

Orion Advisor Solutions adds TAMP provider; Cetera selects business development head; MassMutual Advisors Association appoints president; and more.

TIAA announces additions to executive committee; TRA acquires retirement plan administrator; and Compass Advisors names retirement services director.

Wagner Law Group appoints ERISA attorney to ‘of counsel’; Financial Fitness promotes former executive VP; ProManage adds senior VP and...

Nationwide selects retention leader; Sikich adds senior specialist to retirement plan services team; DWS announces changes to global business side;...

Lyxor Asset Management selects CIO; MassMutual adds managing directors of U.S. regions; and TIAA financial solutions head resigns.

TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and...

Strategic Investment Group names client development managing director; PGIM Investments hires VP of Retirement Investment Solutions; SS&C Technologies Holdings acquires...

Cetera announces additional teams and roles; Principal adds multiple sales team members; Schroders hires sales directors for regional teams; and...

DWS Group renames fixed income ETFs and MassMutual and NextCapital offer managed advice solution.

FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.