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2024 Emerging Leaders — Liz Ulrichson
PLANADVISER: Where do you hope to take your career in the retirement industry in coming years? Ulrichson: My goal is to make a meaningful impact by helping people...
2024 Emerging Leaders — Raymond Pedrick
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Pedrick: I’ve been a part of the SFP Wealth team...
2024 Emerging Leaders — Ted Wilson
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Wilson: At Newfront Retirement Services, I have the privilege to...
2024 Emerging Leaders — Terra Jahns
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Jahns: As a relationship manager for retirement plans, my primary...
2024 Emerging Leaders — Michael Parsons
PLANADVISER: How did you end up in the retirement advisory industry? Parsons: I started my career right out of college as a procurement professional for a Fortune 500...
2024 Emerging Leaders — Jess Hurley
PLANADVISER: What have you done that you are most proud of? Hurley: Being a mentor for my team, college students and even high school students is something I...
2024 Emerging Leaders — Jess DeGabriele
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. DeGabriele: At LHD Retirement, I wear several hats. As a...
2024 Emerging Leaders — Hailey Fields
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress Fields: Like many others who work in small firms, I...
Wealth Enhancement Group Acquires FinTrust Capital Advisors
The acquisition brings Wealth Enhancement Group’s assets under management to more than $94.7 billion.
TIAA Swept Up in Infosys Breach
The data breach affected nearly 9,000 individuals at TIAA.
Cheri Belski Joins LPL Financial as Head of Investment Solutions
The former head of product at T. Rowe Price will lead all major investment initiatives.
Americans Are Calling for Policymaker Action on Social Security
Reports from HealthView and Transamerica show people want policymakers to work on shoring up Social Security now.
LPL Terminates CEO Arnold for Violating “Respectful Workplace” Rules
Dan Arnold is out effective immediately for statements made to employees that ran afoul of policy; Rich Steinmeier, chief growth officer, is stepping in as interim head.
Charles Schwab CEO Walt Bettinger to Retire
President Rick Wurster will ascend to the CEO role in 2025 in footsteps of “industry giant,” while Bettinger will continue as executive co-chairman of the board of directors.
TDFs: Set, But Not Forgotten
TDFs may be ‘set it and forget it’ investment vehicles, but they continue to evolve to meet plan sponsor needs of low-cost options and further customization.
CIT Growth Continues With Adviser Backing
As more plan sponsors turn to collective investment trusts to reduce costs, industry experts see both opportunities and challenges.
DC Plan Experts See Slow, Steady Progress in Plan Personalization
Solutions such as managed accounts and custom TDFs are evolving, but challenges to uptake remain, according to industry players.
PGIM, iJoin Partner on Managed Account Distribution
PGIM’s managed account solution will soon be an option on iJoin-enabled recordkeeping platforms.
Creative Planning Secures Minority Investment From TPG Capital
The investment was made through the private equity arm of TPG’s U.S. and European platform.
Advisory M&A News – 9/30/24
Commonwealth adds advisers at Aegis Consulting; Cerity Partners welcomes Touchdown Ventures; The Retirement Planning Group acquires Parrott Wealth Management; and more.