Capital One acquires wealth management software company; Millennium Trust names first chief growth officer; Principal Global Investors hires CEO for...
“They are hiring advisers to understand how well their plan is functioning and how to improve it,” Jordan Burgess, with Fidelity Institutional Asset Management, tells PLANADVISER.
Gramercy Funds hires global head of business development; Ascensus acquires retirement and benefits solution adviser; Private equity director joins Hirtle Callaghan; and...
BPAS and F&M Trust link regional retirement plan businesses; Grant Thornton adds Advisory Services principal; Nuveen updates portfolio management group...
Milliman adds regional manager for benefits sales; American Century Investments adds hires for Avantis Investors; RiskFirst builds NYC software development...
CFA Institute Appoints First Woman CEO and President; Spectrum Investment Advisors Names Top Leadership Appointments; AIG Retirement Names Regional Consultant...