Tag: Career

Learning about fiduciary best practices can help financial advisers build client trust and raise assets, according to a survey by fi360.

Emily Hooyman will oversee the process of onboarding new clients of The Retirement Advantage.

R. Evan Inglis has joined Nuveen Asset Management as senior actuary in institutional solutions.

A new career planning website from the CFP Board is designed to support both employers and job seekers in the financial advisory industry.

Brendan Gundersen has joined Mainstay Investments as a managing director to head the firm’s institutional intermediary channel.

A limited group of strategic acquirers will continue to gain influence in the financial advisory industry, according to new research from analytics firm Cerulli Associates.

Retirement specialist advisory firm 401(k) Advisors formally adopted the NFP Retirement brand following an extensive service integration process.

Tim Seifert joins Lincoln Financial Distributors as vice president, national sales manager, of its intermediary retirement plan services business.

Corporate retirement plan advisory firm Cafaro Greenleaf added Andrea Vassiliadis to its team of specialist advisers and consultants.

Laura Ramanis has joined Verisight’s leadership team as chief operating officer, effective November 17.

Sandy McCarthy has been named benefits administration leader at Mercer.

Adviser expectations for their practice valuations are inflated, compared with actual deals closed in the past 12 months, says global analytics firm Cerulli Associates.

John Hancock Retirement Plan Services (RPS) hired Chris Bradford as regional vice president for sales and relationship development among advisers and plan consultants in Colorado, Wyoming and Montana.

Michael A. Bell was named chief financial officer of Voya Investment Management, the asset management business of Voya Financial Inc.  

Independent retirement plan advisers must leverage third-party service providers to achieve scale and combat business challenges without a large internal support network.

Finders, minders and grinders are all critical members of successful retirement plan service teams, and growing an advisory practice will require all three skill sets working in concert.

Bill Gross, PIMCO’s founder and CIO, caused serious waves in the investment industry when he announced his decision to join Janus Capital Group.

A new Schwab Advisor Services study explores industry attributes that attract professional financial advisers to the registered investment adviser (RIA) profession.

It’s an important question for advisory firm owners to ask, says Independent Financial Partners CEO William Hamm, Jr.: What happens to my clients if I have to quit...

Kim Abello has joined Wells Fargo & Company's North American commercial banking division to lead employee stock ownership program (ESOP) efforts nationwide.