Ron Cohen has joined Wells Fargo Funds Management LLC as head of sales for the defined contribution investment only and registered investment adviser channels.
Rodney Balbuena has joined SageView Advisory Group in the firm’s newly opened office in Pasadena, California, while Cathy Christ comes to the Irvine office.
Financial services provider The Standard hired Matthew King within the firm’s retirement services group as the new director of third-party administrator (TPA) relationships.
Securities America Inc. says it will provide its network of 2,000 independent advisers with access to Envestnet Retirement Solutions’ retirement specialist adviser workstation technology.
John Hancock Retirement Plan Services hired Nick Barcelona as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.
Tonya B. Manning joined Buck Consultants at Xerox as chief actuary, a role that involves shaping and improving the firm's understanding of current market trends.
Rebranded as Verus Advisory Inc. and Verus Investors LLC, the former Wurts & Associates is looking to double down on its investment research and consulting services.
Global investment manager the Principal Financial Group expands its employee stock ownership plan (ESOP) team with the addition of Kim Blaugher as vice president of consulting and Amy...
The certified public accounting and business consulting firm REDW has created Alliance Benefit Group Southwest, a separate company for retirement plan recordkeeping and third-party administration (TPA) services.