DWC Adds Marketing Director Position; Account Executive Joins Voya; Hancock Whitney Chooses Envestnet for Broker-Dealer Lines; and more.
Tag: retirement plan providers
Principal Acquires Finance Tech Company to Offer Adviser Solutions; Voya Promotes Industry Veteran to Regional VP of Small-Mid Corporate Markets; CAPTRUST Board of Advisors Sees Leadership Changes; and more.
Transamerica Expands Distribution Team; Alliance Aims to Extend Expertise in HR Industry; Procyon Partners Appoints Experienced Adviser to Portfolio Manager Position; and more.
ABG Brings in Business Development Officer for Retirement Plans and HSAs; FIS Group Hires SVP to Manage Sales and Marketing; BPAS Joins LPL Financial Retirement Partner Program; and more.
“For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve Chappell, Securian’s vice president of retirement plan sales.
Barrow, Hanley Hires Director of Client Development for Fixed Income Strategies; Former SEC Counsel Joins Morrison & Foerster as Partner; Transamerica Veterans Expand Distribution Roles; and more.
“This study shows that for financial firms who want to improve retirement savings outcomes must evolve their role from just account providers to trusted partners that people can turn to for help on holistic financial wellness,” NARPP says.
External Wholesaler Joins BPAS; Past Trader Joins PanAgora as Head of Trading and Implementation; American College of Financial Services President Resigns; and more.
Ascensus Appoints Industry Veterans to Board of Directors; Brinker Capital Grows Sales Division with Four Appointees; Goodwin Adds Partner to ERISA Team; and more.
A new brokerage window option allows advisers with relationships with 401(k) participants have access to participant accounts.
Wealth Management Solutions Firm Joins Kestra Financial; AXA Hires Executive for Life, Retirement and Wealth Management Business; T. Rowe Price Expands Retirement Plan Services Team with New Hires; and more.
Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.
Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.
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.
External Wholesaler Joins BPAS; Lincoln Employs Sales Directors to Retirement Distribution Team; Mid Atlantic Partners with Parthenon and Waterfall; and more.
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.
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.
The latest in a series of white papers discusses monitoring investment menu managers, plan providers and plan fees.
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.
The firm also launched a three-month advertising campaign to help build brand awareness in the Asian-American community, and has a Mandarin page on its website.