Tag: retirement plan advisers

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. 

Retirement Industry People Moves

BPAS creates 401(k) platform with ANBTX; Experienced CFP leads intellicents’ new office; and Seelaus names managing director of firm’s subsidiary.