Tag: retirement plan advisers

FIS names president and CEO; Aon names fiduciary services practice leader; CAPTRUST adds Massachusetts-based Patriot Pension Advisors; and more.

SageView Advisory Group to acquire women-led Lakeview Wealth Management; Corebridge Financial hires president of retirement services; UBS hires seven in...

OneDigital acquires HealthWorks; Edelman Financial Engines acquires RIA Herrmann & Cooke; Hub announces two acquisitions; and more.

Katten names former SEC senior counsel as partner; OneDigital acquires KB Financial Companies; Marsh McLennan names president and CEO; and more.

A Nationwide Retirement Institute report shows a spike in workers who are feeling on ‘the wrong track’ for retirement.  

Pontera appoints its first chief marketing officer; Pacific Life announces new head of defined contribution lifetime income; Dorsey & Whitney...

MetLife appoints director of institutional client group; eMoney announces leadership team additions; TIAA names head of research and thought leadership...

Allspring Global Investments hires U.S. distribution leader; Franklin Templeton hires U.S. institutional senior consulting adviser; Alger appoints head of distribution...

Triton Pacific Securities expands RIA focus; Millennium Trust names chief marketing officer; Commonwealth hires deputy general counsel and chief privacy...

J.P. Morgan Asset Management hires new head of retirement; Stadion’s two new hires to capitalize on growing interest in managed...

SEI names new family office and regulatory services leader; Security Benefit adds new financial institutions director; Creative Planning acquires Wipfli...

Mutual of Omaha Retirement Services announces new hire; CAPTRUST adds endowments and foundations director; PlanMember opens new financial center in...

CapAcuity appoints new director of marketing, managing director; Mercer Advisors acquires Mallard Advisors; Empower bolsters its brand with legacy name...

Mercer appoints U.S. not-for-profit CIO; CAPTRUST expands Midwest presence with new acquisition; Schroders appoints sustainability investment director.

Global Atlantic expands institutional business into Asia; new attorney joins The Wagner Law Group; Lincoln Financial Group names workplace solutions...

SageView appoints former Goldman director as COO; NEPC expands corporate consulting teams; Edelman Financial Engines appoints chief product and technology...

Mercer Advisors acquires two firms; First Trust Capital Partners acquires direct indexing firm; New York Life appoints head of retail...

Carillon Tower Advisers to rebrand as Raymond James Investment Management; J.P. Morgan Asset Management hires senior investment specialist; GW&K announces...