Focus Financial Partners announced that Hufford Financial Advisors, an independent advisory firm specializing in financial services for dental professionals, has joined the partnership.
The Financial Industry Regulatory Authority (FINRA) selected Gerri Walsh to be President of the FINRA Investor Education Foundation and head of FINRA's Investor Education division.
Tegrit Group, a provider of retirement plan consulting, administration, and technology services for public and private plan sponsors, has acquired Advisors Pension Services (APS) of Columbus, Ohio.
Burns Advisory Group, an Oklahoma City-based wealth management firm, and Dallas-based Executive Financial Group are merging with a combined $600 million in client assets.
Greenwich Associates selected John C. Siciliano for the role of Senior Advisor to the firm’s Investment Management Practice, led by Managing Director Robert Statius-Muller.
Mutual of Omaha has expanded its 401(k) product distribution team in the Northeast with two new retirement plan wholesalers, Ken Cappelli and Tom Mirra.
George Fraser, head of The Fraser Group at Morgan Stanley Smith Barney, and Fraser Group advisers, Frederic Amberg and Troy Haugen, are joining LPL’s Retirement Benefits Group (RBG). ...
J.P. Morgan Asset Management announced that Anthony Gould will join the New York/London/Asia Global Fixed Income team as a Senior Client Portfolio Manager.
In an internal memo released today, Andy Seig announced the reorganization of the Global Investment Solutions (GIS) and Retirement Services (RS) teams to form Global Wealth & Retirement...