Joe Ready is taking a new role as head of Trust and chief fiduciary officer for Wells Fargo Wealth & Investment Management, and will remain connected to the integration of Principal and Wells Fargo Institutional Retirement & Trust, supporting client and employee transitions.
Tag: retirement plan providers
Business development manager joins Transamerica; TRA increases regional sales team with new hires; Morgan Stanley adds hires to financial solutions team; and more.
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.
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.
Voya Financial hires sales head for West Coat team; Lincoln Financial adds to RPS business with new members; MassMutual appoints DCIO sales leader; and more.
NARPP says that if retirement plan participants trusted their providers more, it would likely lead to higher deferral rates.
HighTower Adds Leadership Hires to Corporate Team; Morgan Stanley Makes Series of New Hires; Morneau Shepell Acquires Mercer DB Administration Business; and more.
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.
Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; TRA adds regional sales consultant; and more.
Broadridge acquires custody assets from TD Ameritrade; The Standard promotes and hires industry consultants; Regional sales consultant joins TRA; and more.
Its retirement plan participant clients can now access personalized information, including frequently-asked account queries, through their Alexa-enabled devices.
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.
Fewer than one in ten “mega plans,” those with assets greater than $1 billion, had a fully bundled structure as of the end of 2018, according to new data provided by Callan.
Through this acquisition, Principal will double the size of its U.S. retirement business by the number of total recordkeeping assets, while bringing on institutional trust and custody offerings for the non-retirement market.
BlackRock Confirms Leadership Shift in Retirement Business; Regional Vice President Joins Transamerica; CAPTRUST Adds FiduciaryVest Members to Advisory Practice; and more.
Janney Montgomery Scott acquires Atlanta-Based firm; investment advisory firms join CAPTRUST; CFO hired at PCS; and more.
Rob Scheinerman, president, AIG Retirement Services, tells PLANADVISER that while the VALIC name is strong and well respected, the AIG name carries even greater recognition in the marketplace and among sponsors, consultants and participants, and relationship management teams and advisers are very excited to go to market as AIG.
The Lanzetta Group moves to Securities America platform; Deutsche Bank hires West Coast head; Greenleaf joins Retirement Advisor Council; and more.
Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more.
BPAS creates 401(k) platform with ANBTX; Experienced CFP leads intellicents’ new office; and Seelaus names managing director of firm’s subsidiary.