Tag: Career

MassMutual Retirement Services has appointed eight new relationship managers to further support retirement plan sponsor clients.

Joseph Dunbar has joined SageView Advisory Group as an investment adviser based in the firm’s Boston office.

Prudential Investment Management has named Michael Schlachter as the head of its multi-asset class solutions group.

Pinnacle Plan Design hired Lauren Okum as a consulting actuary.

Eric Carlson has joined Retirement Benefits Group as a member of the firm’s retirement plan and individual advisory services staff.

Anthony Bunnell and Ryan Tolmie have joined the Securian Retirement sales staff as vice presidents.

Michael Welz has been promoted to president and chief investment officer of USI Advisors, Inc., a subsidiary of USI Consulting Group.

Research from Schwab Advisor Services shows registered investment advisers (RIAs) are enjoying their best growth since at least 2006, when Schwab launched its annual RIA Benchmarking Study.

Failure to communicate effectively with clients and their families will likely damage a financial adviser’s long-term business success, according to the Financial Planning Association (FPA).

Transamerica Retirement Solutions has named Bill Feldmaier as division vice president for the company’s central region retirement plan sales.

The Guardian Insurance & Annuity Company is expanding its national 401(k) sales staff through the appointment of six new regional vice presidents of retirement plan sales.

LPL Financial reached a partnership agreement with Financial Telesis and Bill Chetney, former LPL Retirement Partners president, to create a new retirement plan advisory firm known as Global...

Waves of Baby Boomers entering retirement have sparked a new field in financial planning: Financial gerontology addresses issues that encompass aging and its impact on personal finance. 

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

Pam Popp will join Lockton as president of retirement services operation, effective September 2.

Retirement and college savings plan services provider Ascensus has appointed two new vice presidents to lead national sales and key account management efforts.

The companies of OneAmerica have implemented a new three-region sales and distribution structure for retirement services.

Joseph Masterson was appointed as an independent board member at Castle Rock Innovations, a financial services industry technology provider.

Michael Woomer has joined the Pittsburgh-based Fort Pitt Capital Group as a senior vice president in charge of the firm’s retirement plan and institutional sales division.

Erinn Ford has been appointed president of Cetera Financial Advisors.