Retirement plan recordkeeper ExpertPlan announced it has hired John Farmakis as its new executive vice president of Sales, Marketing&Business Development, effective May 1.
Wachovia Bank, a subsidiary of Wells Fargo&Company, has agreed to acquire the defined contribution plan recordkeeping business of Texas-based Comerica Bank.
NFL Alumni, an organization started 40 years ago to seek pension benefits for the pioneer players of the NFL, will expand its membership and the scope of its...
Portland, Oregon-based investment consultant Arnerich Massena&Associates tapped Kieran Stover as director of business development for the firm’s Non-Profit and Wealth Management divisions.
Citi announced that Deborah Doyle McWhinney will head Citi Personal Wealth Management, comprising the existing U.S. network of Citibank branch-based financial advisers and other financial planning and wealth...
Mutual funds advised by Aberdeen Asset Management Inc. have been added to the CPI retirement plan platform, announced CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration...
NAVA, the Association for Insured Retirement Solutions, brought on Lee Covington as senior vice president and general counsel and promoted Deborah Tucker to vice president of Membership, Marketing&Standards.
UBS announced at its annual general meeting that the firm will slash more than 11% of its workforce, but it’s not yet clear what that means for financial...