HighMark Capital Management, Inc. has announced the addition of its family of mutual funds to UBS’s financial services, retail brokerage and advisory platforms.
Grant Verhaeghe, a qualified retirement plan investment specialist and 11-year veteran of AON Investment Consulting, has joined CAPTRUST Financial Advisors as Director of Investment Research within the firm’s...
As part of the acquisition of National Retirement Partners (NRP), NRP employees will join LPL Financial to will form a new division called LPL Financial Retirement Partners.
The Guardian Life Insurance Company of America (Guardian) has expanded its Retirement Solutions national sales force with the appointment of Eric Jones as regional vice president for Florida.
Morgan Stanley Smith Barney has hired two adviser teams from UBS AG and one adviser from Charles Schwab Corp, representing over half a billion dollars in client...