Deals & People December 11th, 2020 Retirement Industry People Moves Advisor Group and Securities America recruit Gaulden & Associates; NTSA hires executive director; retirement services SVP joins PlanMember; and more.
Deals & People December 4th, 2020 Retirement Industry People Moves Global Client Group head joins AB; Alger hires SVP and institutional team co-head; The Standard hires retirement plan consultant for...
Deals & People November 25th, 2020 Retirement Industry People Moves Beacon Pointe Advisors merges with CBD Wealth Management; Strategic Benefits Advisors hires leader of DB administration team; and Nationwide hires...
Deals & People November 20th, 2020 Retirement Industry People Moves Strategic Development VP joins Pentegra; PCS Retirement adds new hires to marketing department; TIAA president and CEO announces retirement; and...
Deals & People November 6th, 2020 Retirement Industry People Moves OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global...
Deals & People October 30th, 2020 Retirement Industry People Moves TRA hires Texas and Louisiana regional sales consultant; DWS selects head of wealth practice; Bar Harbor Trust Services announces new...
Deals & People October 23rd, 2020 Retirement Industry People Moves OneAmerica adds regional sales director for Michigan clients; Dimensional Fund Advisors names capital markets head; Findley to join USI; and...
Winners’ Circle Keeping Clients Safe Past Advisers of the Year discuss the evolution of their fiduciary services.
Deals & People October 16th, 2020 Retirement Industry People Moves Ameritas announces new officer elections; TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and more.
Deals & People October 9th, 2020 Retirement Industry People Moves The Standard selects employee benefits lead and Rebalance names retirement services VP.
Deals & People October 2nd, 2020 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...
Deals & People September 25th, 2020 Retirement Industry People Moves Schroders selects fixed income head and CalPERS names private equity investment director.
Deals & People September 18th, 2020 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...
Deals & People September 11th, 2020 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...
Deals & People September 4th, 2020 Retirement Industry People Moves Securian Financial hires regional sales VP; Robeco adds to supervisory board; IRS names associate chief counsel for EEE; and more.
Deals & People August 28th, 2020 Retirement Industry People Moves Retirement Services Group Joins LaSalle St.; DWS appoints client coverage leader; and Innovest selects new VPs for retirement practices.
Deals & People August 21st, 2020 Retirement Industry People Moves LeafHouse announces marketing and communications VP; Aegon AM selects global product head; Compass Advisors joins Vanguard’s Elite Advisor Program; and...
Deals & People August 14th, 2020 Retirement Industry People Moves Hall Benefits Law announces changes to ERISA team and BNY Mellon elects governance expert to Board of Directors.