Tag: retirement plan advisers

Ladenburg Launches Behavioral Finance Advice Training Program

Through the Behavioral Financial Advice Training Program, Ladenburg’s Practice Management team of professional business coaches provide education and training in order to support advisers in better understanding the psychological makeup of their clients.

Retirement Industry People Moves

Voya Hires Sales Executive for Small-Mid Business; OppenheimerFunds Adds to CEO Advisor Institute's Executive Consulting Team; Vanguard Promotes Four Professionals Within Fixed Income Group; and more.

Retirement Industry People Moves

Securities American Adds Super OSJ and Financial Firms to Platform; Debel to Lead Retirement Solutions at MetLife; Transamerica Names Promotions and Hires in U.S. Offices; and more.

Retirement Industry People Moves

Brokerage Solutions Firm SaveDaily Hires Industry Veteran as CEO; Business Development Director Becomes RVP at John Hancock; OM Asset Management Rebrands as BrightSphere Investment Group; and more.

Retirement Industry People Moves

Advicent Expands Leadership Team with New CTO and VP; BPAS Adds External Wholesaler in South-Central Location; DCIAA Adds Senior-Level Positions for Retirement Research Center; and more. 

Retirement Industry People Moves

Mercer Advisors and GFS Create RIA Firm Integration; Cetera Creates New Channels and Enhances Leadership Team; Nationwide Hires Lead for Retirement Institute; and more.

Retirement Industry People Moves

Past Regional Wholesaler Promoted by John Hancock; Willis Towers Watson Appoints U.S. Head of Asset Management Exchange; Qualified Plans LLC Joins Ascensus TPA Solutions; and more.

Retirement Industry People Moves

Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and more.