DailyAccess Corporation, a national provider of retirement plan and benefits services, has announced the appointment of Gary A. Plourde as Senior Vice President of Sales and...
Mitch Cox has been named Managing Director and Head of the Global Investment & Product Office (I&PO) at Barclays Wealth, a global wealth manager and adviser.
UNIFI Companies Retirement Plans announced it will enter the registered investment adviser (RIA) and fee-based marketplace with the acquisition of the Lincoln, Nebraska-based Assurity Advisors, Inc.
Old Mutual Asset Management has facilitated the move of Neuberger Berman Group's eight-person cash management team to Dwight Asset Management Company LLC, an institutional fixed-income manager and Old...
Mary Ann Arlt has joined Fiduciary Counselors Inc. as senior vice president, Plan Administration, and Kathy Griswold has joined as director of investments, the company announced.
Melanie Tom-Warner has joined UBS Financial Services Inc. (UBS) as director, head of Client Relationship Management for Corporate Employee Financial Services (CEFS).
The Irvine, California-based SageView Advisory Group, an independent retirement and wealth management consulting firm, has added Robert Patton and David Shnapek to its staff.