Deals & People

Rogerscasey Extends Reach to HNW Market

Institutional investment consultant Rogerscasey has struck a deal with Lowenhaupt Global Advisors (LGA) to offer Rogerscasey’s institutional investment expertise to families and individuals served by Lowenhaupt Global Advisors.

Great-West Adds More Wholesalers

Great-West Retirement Services said it has hired six more internal wholesalers to boost the support it provides its external sales force and their financial adviser and third-party administrator...

IRS 403(b) Expert Joins VALIC

VALIC has hired Robert J. "Bob" Architect, formerly senior tax law specialist and 403(b) guidance author in the Internal Revenue Service's Employee Plans Division, as vice president of...