Tag: Career

The seventh release of the “Adviser Insights” study from Fidelity Investments suggests financial advisers are enjoying the highest levels of compensation and assets under management since 2007.

New research from financial analytics firm Cerulli Associates finds “mega adviser teams” with at least $500 million in assets under management control 42% of the total advice market.

Carmela Elco joined the Chicago-based institutional retirement and investment consulting firm Blue Prairie Group as an affiliated retirement consultant and office leader.

Giuliana Rivers joined benefits consulting firm Mercer within its defined contribution (DC) advisory practice.

AllianceBernstein LP, a global investment management firm, announced that Roberta Matheny has joined the firm as vice president and senior client service officer.

Stephen Birmingham joined Taylor Investment Counselors as executive vice president, director of business development.

Scott Schaerer joined Pentegra Retirement Services as a regional director in charge of qualified plan sales and business development on the West Coast.

J. Scott Davison will begin serving as chief executive officer for the companies of OneAmerica on April 1.

Rob Corlito joined the retirement plan services division at Sapers & Wallack, an employee benefits and financial services consulting firm in Newton, Massachusetts.

Lincoln Financial Group appointed Sean Duncan as an institutional business development director within the firm’s retirement plan services business.

Professional services and consulting firm Towers Watson named Steve Carlson as head of investments for the Americas region.

MetLife, Inc. appointed Wayne Daniel as vice president for U.S. pensions within the firm's corporate benefit funding division.

A practice is more than just a way to collect a paycheck, says Jeff Concepcion. Many advisers think of it that way, but when they want to monetize...

Advisers can put their proficiency in alternative investments to the test with the Fundamentals of Alternative Investments Certificate.

Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine the retirement businesses of both subsidiary companies.

Shane E. Conlon has joined Sibson Consulting as a vice president and senior retirement consultant.

Prudential Retirement named Srinivas Reddy to a newly created role overseeing investments for its full service business.

Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.

Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.

Garrett Stinson joined registered investment advisory firm SageView Advisory Group as a managing director.