Tag: Career

Peggy Whitmore joined CAPTRUST Financial Advisors, which provides independent investment management services, as a vice president and financial adviser.

At the annual PLANSPONSOR/PLANADVISER Awards for Excellence Dinner, Jim McCarthy, head of workplace and investment solutions at Morgan Stanley, will be honored with the 2014 PLANADVISER Lifetime Achievement...

Blue Ridge ESOP Associates has named Kevin T. Rusch as the firm's director of plan administration.

Richard P. Slaughter Associates 401(k) Services is now known as RPS Retirement Plan Advisors, a change the firm hopes will better reflect its focus on holistic advice and...

Jim Brockelman will rejoin John Hancock Retirement Plan Services as national director, mid-market.

Wells Fargo Retirement has named Betsy Hammond as head of its Nashville-based retirement benefits consulting division.

Alternative asset custody and rollover specialist Millennium Trust Company hired four new vice presidents to assist sales and solution delivery.

Retirement plan services provider Pensionmark Retirement Group added a new partner and branch office to cover Bakersfield, California, and the San Joaquin Valley.

Marc Horner has joined the UBS Financial Services DC Advisory Program.

Retirement plan services provider Ascensus created a new organizational structure to support the firm’s growth expectations in the retirement and college savings space.

Professional services and consulting company Towers Watson named Chris Ford as global head of the firm’s investment business.

Investment services firm OppenheimerFunds launched a unified distribution organization that features realigned channel segmentation and increased customization to support new growth strategies.

Dan Sheldon, chief financial officer (CFO) for Broadridge Financial Solutions Inc., stepped down from his executive role and will leave the firm in April.

Strong market performance helped registered investment advisers (RIAs) increase practice revenues by 18% last year, and growth prospects are good for 2014.

A surprising one out of two people with a plan has a headache and needs help to solve it, says Stephen Davis of Guardian Retirement Solutions.

Accurately tracking practice metrics and documenting operating procedures are two ways firm owners can build value during the succession planning process.

TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.

Markus Krygier joined Strategic Investment Group as a managing director.

Last week, Verisight, Inc. announced it is acquiring retirement and benefit plan service provider DailyAccess Corporation and its subsidiaries.

Global Financial Private Capital rolled out Legacy Lock and Adviser to Adviser Continuity, two succession and business continuity programs for partner advisers.