Lincoln Financial Distributors, part of the Lincoln Financial Group, has named George Manning and Michael Rinaldi as regional sales directors for its intermediary retirement plan sales force.
Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine the retirement businesses of both subsidiary companies.
Standard Retirement Services Inc., known as The Standard, reached a partnership agreement with M Financial Group for the development and distribution of qualified retirement plan services.
Richard Staves, an investment adviser representative from Cherry Creek Wealth Management Inc., has affiliated with Redhawk Wealth Advisors for wealth management and retirement plan services.
Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.
Peggy Whitmore joined CAPTRUST Financial Advisors, which provides independent investment management services, as a vice president and financial adviser.
At the annual PLANSPONSOR/PLANADVISER Awards for Excellence Dinner, Jim McCarthy, head of workplace and investment solutions at Morgan Stanley, will be honored with the 2014 PLANADVISER Lifetime Achievement...
Registered independent adviser and broker/dealer firm United Planners Financial Services says it is enacting staffing and organizational changes to better serve its adviser partners.
BOK Financial Corporation says it has entered into an agreement to acquire MBM Advisors, a SEC-registered investment advisory firm specializing in retirement and pension plan services.
A new analysis from Charles Schwab finds the sum value of mergers and acquisitions transacted by registered investment adviser (RIA) businesses neared $44 billion in 2013.