Tag: retirement plan advisers

Wilshire Adds Senior Investment Professionals; Ladenburg Thalmann Invests in Tax Automation Provider; Southern Maryland Insurance Joins The Hilb Group; and more.

JHRPS Adds Divisional VPs; Stroock Brings Partners to New York and D.C. Offices; Northern Trust Grows Sales Team; and more.

Carillon Tower Advisers Adds Array of Sales Team Members; Kestra Financial Partners with Merrick Financial; Russell Investments Hires Regional Investment Consultants; and more.

Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division.

DCIO Head Joins Putnam; Jennison Associates Adds Consultant Relations Professionals; Sales Directors Join Lincoln Financial; and more.

DWC Adds Marketing Director Position; Account Executive Joins Voya; Hancock Whitney Chooses Envestnet for Broker-Dealer Lines; and more.

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...

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.

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.

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.

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;...

Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.

The goal is to motivate more women to become financial advisers through business network referrals.

Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.

With Flexible Portfolio, advisers now have the option to personalize a client's portfolio around their views, current holdings and personal circumstances.

Through the Behavioral Financial Advice Training Program, Ladenburg’s Practice Management team of professional business coaches provide education and training in order to support advisers in better understanding the...

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.

WFG's website offers information on upcoming educational events, infographics, webinars and newsletters addressing key topics centered around retirement plans and wealth management.