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Retirement Industry People Moves

Carillon Tower Advisers to rebrand as Raymond James Investment Management; J.P. Morgan Asset Management hires senior investment specialist; GW&K announces changes to executive leadership; and more.

2022 RPAY – Robert Massa, Qualified Plan Advisors

Business at a Glance as of 12/31/21Plan assets under advisement: Approximately $2.25 billion and our team advises on about $6.75 billionMedian plan size (in assets): $17 millionPlans under...
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Take Action for Change

The events of the past few years have helped supercharge efforts to address the longstanding and concerning lack of diversity and inclusion in the financial services industry.

Retirement Industry People Moves

M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative Planning acquires Paradigm Financial Advisors; and more.

Retirement Industry People Moves

Financial Planning Association 2022 president announced; Northwestern Mutual appoints new managing director; Nationwide names retirement solutions distribution leader; and more.

Retirement Industry People Moves

T. Rowe Price expands sales and consultant relations team; HUB hires retirement and private wealth CIO; WFAM to be rebranded as Allspring Global Investments; and more.

Retirement Industry People Moves

Advisor Group selects business development VP; Principal announces new chief information officer of retirement and income solutions; Cobbs Allen expands into 401(k) business with new hire; and more.

Retirement Industry People Moves

OneDigital Investment Advisors acquires Clearview Advisory; FPS Group expands executive team; Principal adds portfolio manager to Global Asset Allocation team; and more.

Retirement Industry People Moves

OneAmerica hires industry veteran for East Coast sales territory; Ameritas announces new officer elections; AIG Retirement Services names new hires to consultant relations team; and more.

Retirement Industry People Moves

QMA appoints new head of U.S. consultant relations; ABG expands to Midwest with Retirement Plan Consultants; The Wagner Law Group promotes ERISA attorneys; and more.