Tag: Consultants

NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.

Former institutional investments distribution lead Tim Pitney will now focus on lifetime income features as default options in defined contribution...

QMA Hires Head of Global Distribution; LCG Associates Hires Atlanta Consultant; Capital Investment Companies Announces Collaboration.

SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni & Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more.

Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.

The firm will provide 3(21) and 3(28) services through a tech-focused solution.

Wilshire Partners With Vantage to Provide Fiduciary Services; T. Rowe Price Hires Senior DC Strategist; MassMutual Hires Three New Regional Managing Directors; and more.

Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.

Student Loan Genius Names New CEO; Cammack Retirement Hires Consultant; Mercer Advisors to Acquire Blue Moon Wealth Advisory; and more.

Health care plan sponsors deal with much M&A activity, and that is where Voya hopes to grow its business.

Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.

Some define it in monetary terms, and others as a state of well-being.

TRA Expands Mid-Atlantic Sales Consultant Team; Putnam Hires Consultant Relations Director; FinMason Collaborates with the Fintech Sandbox; and more.

Plan sponsors need to take a closer look at the various components that determine the health of a plan in order to remain compliant with regulators and to...

Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more. 

Betterment Expands Board of Advisors; Northern Trust Hires Two for Taft-Hartley Business; SSGA Names Head of Americas Institutional Partnership Sales; and more.

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

Both qualitative and quantitative responses will populate a proprietary, in-house digital database delivering more accessible and actionable data to the FiduciaryVest's consultants and analysts.

InTrust Fiduciary Joins CAPTRUST; Nuveen Expands DCIO Business; Stadion Names Chief Business Development Officer; and more.

Retirement Partner Advisors Joins Resources Investment Advisors; Mason Expands Institutional Investment Practice; Willis Towers Watson Expands Manager Research Team; and more.