Tag: retirement plan providers

Art by Subin Yang

Retirement Industry People Moves

Beacon Pointe Advisors merges with CBD Wealth Management; Strategic Benefits Advisors hires leader of DB administration team; and Nationwide hires chief data officer.

Retirement Industry People Moves

OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global head; and more.

Retirement Industry People Moves

TRA hires Texas and Louisiana regional sales consultant; DWS selects head of wealth practice; Bar Harbor Trust Services announces new retirement plan coordinator; and more.

On the Move

Transactions, promotions and new hires in the financial advisory industry.
Art by Subin Yang

Retirement Industry People Moves

Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and Motive acquire Wilshire Associates.

Art by Subin Yang

Retirement Industry People Moves

QMA appoints new head of U.S. consultant relations; ABG expands to Midwest with Retirement Plan Consultants; The Wagner Law Group promotes ERISA attorneys; and more.

Art by Subin Yang

Retirement Industry People Moves

Unified Trust joins EdgeCo; Putnam Investments CIO announces plans to retire in 2021; Marathon Asset Management hires senior high-yield portfolio manager; and more.

On the Move

Transactions, promotions and new hires in the financial advisory industry.
Art by Subin Yang

Retirement Industry People Moves

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