Tag: retirement plan providers

Independent Financial Group adds senior vice president; IRI names two new members to board of directors; Ameritas announce new executive...

HUB announces acquisition of Taylor Advisors; PGIM names head of DC Solutions business; OneAmerica hires leader for Participant Workplace Solutions...

OneDigital reveals latest acquisition; Alerus names new senior retirement specialist; WTW appoints global head of credit, manager research; and more.

Creative Planning acquires JBJ Invest; Vestmark names direct indexing senior vice president; HBL expands ERISA litigation capabilities; and more.

Easterly Asset Management hires VP of intermediary relationships; abrdn bolsters consultant relations team; Nationwide promotes pension risk transfer business leader;...

M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative...

NFP announces integration of Lenox Wealth Advisors with Wealthspire Advisors; AIG Retirement Services appoints market strategy and business development Leader;...

NFP realigns its Northeast region leadership; SageView announces $900 million acquisition; MSCI announces senior leadership changes; and more.

OneDigital acquires Gouldin & McCarthy; Kingswood U.S. adds seven financial advisers; Mercer Advisors acquires Cordasco Financial Network; and more.

Financial Planning Association 2022 president announced; Northwestern Mutual appoints new managing director; Nationwide names retirement solutions distribution leader; and more.

John Hancock Investment Management names new managing director; Transamerica selects large market retirement sales leader; Hub International acquires retirement plan...

Hub International makes new acquisition; Carillon Tower Advisers names head of sustainable investing and corporate responsibility; K&L Gates adds employee...

Hub International announces new acquisitions; Verus adds to its management committee; Cinctive Capital expands investment team; and more.

Mercer Advisors announces new acquisition; Lincoln Financial Group names new chief officers; Smart appoints merger and acquisition director; and more.

Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes...

North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; Mesirow appoints managing...

Integrated Pension Services names new sales-focused managing director; WIPN announces 2022 board composition; Relational Gravity hires principal consultant; and more.

Wagner Law Group adds new attorney; NEPC hires former Aon executive as defined contribution solutions leader; HealthEquity completes acquisition of...

The acquisition will expand the solutions and expertise Ascensus provides to its clients and adviser partners.

Alera Group hires COO of wealth and retirement plan services divisions; The Standard hires retirement plans regional sales rirector; AIG...