Tag: retirement plan advisers

Retirement Industry People Moves

T. Rowe Price adds senior DC adviser strategist; GW&K introduces New VP for Global Equity; Eagle Asset Management names portfolio manager for active equity strategies; and more.

Retirement Industry People Moves

Milliman adds regional manager for benefits sales; American Century Investments adds hires for Avantis Investors; RiskFirst builds NYC software development office; and more.

Retirement Industry People Moves

AIG Life and Retirement adds new CEOs; Northern Trust hires business development executive to lead private capital administration; CRI incorporates TPA services to company team; and more.

Newly Allowed 401(k)s Will Need Advisers

Advisers may shy away from helping hemp and CBD companies with their 401(k)s because they may find themselves crossing into advising for a cannabis company as well, but there are protections—and money to be made.
Art by Subin Yang

Retirement Industry People Moves

CFA Institute Appoints First Woman CEO and President; Spectrum Investment Advisors Names Top Leadership Appointments; AIG Retirement Names Regional Consultant Relations VP; and more.

Art by Subin Yang

Retirement Industry People Moves

John Hancock Investment Management Adds Managing Director; Willis Towers Watson Promotes Team Heads; Custodia Financial Appoints Brad Campbell to Strategic Advisory Council; and more.

Art by Subin Yang

Retirement Industry People Moves

Transamerica promotes RVP to large-market sales director; Rea & Associates adds new plan audit services director; Ascensus acquires TPA firm for FuturePlan platform; and more. 

Art by Subin Yang

Retirement Industry People Moves

Cohen & Steers adds global marketing head; Insight Investment hires leader of marketing in North America; and Transamerica brings in directors of client engagement and retirement strategy.

Art by Subin Yang

Retirement Industry People Moves

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.

Retirement Industry People Moves

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.

Art by Subin Yang

Retirement Industry People Moves

Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more.