Tag: Consultants

The Standard Names 2nd VP of Information Security; GAM Hires Global Head of Marketing; DATAIR Hires ERISA Consultant; and more.

Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.

Arnerich Promotes Senior Consultant; AssetMark Hires Chief Information Officer; LMGC Expands Advisory Space; and more.

Seyfarth Benefits Consulting focuses on supporting clients' ongoing legal counseling and administrative needs in relation to their retirement, health and welfare programs.

The software would allow RIAs to pull client data into illustrative planning technology.

The package provides access to human advisers as well as an automated managed account built with ETFs from Schwab and other providers.

Schwab Partners with eShares; and USAA Deploys Military Retirement Comparison Tool.

The new technology access will allow PlanPILOT to perform more requests for proposals (RFPs) and reduce the time commitment for all involved, including candidates.

John Hancock Retirement Services Names Taft-Hartley Plan Consultant; T. Rowe Price Expands Mega Market Sales Team; Broadridge Financial Expands Mutual Fund and ETF Division; and more.

Common “auto” plan design terms often mean different things to different clients—even within the same company or plan committee. 

Risk Strategies Acquires TSG Financial; Sentinel Names New CEO; and more.

John Hancock Retirement Plan Services aims to help plan consultants expand their business by shifting focus to TPAs.

Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more.

Nationwide to Acquire Jefferson National in 2017; Integrated Retirement Hires Former ERISA Lawyer; Hatteras Funds Adds Managing Director of Business Strategy; and more.

Segal Names National Director of Multiemployer Consulting; and Cammack Expands into Southeast With Addition of Consultant.

New regional manager joins OneAmerica; Custodia Financial hires two leaders to manage Retirement Loan Eraser; Voya Financial hires new director; and more.  

 

New CEO Joins Voya; Capital One Investments Welcomes Six New Financial Advisers; The Retirement Advantage Adds New Regional Sales Consultant; and more.

Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.

Voya hires retirement strategist; Multnomah Group hires new consultant; TIAA moving forward with EverBank acquisition; and more.

Firms Combine to Create Pavilion Alternatives Group; Nationwide Names Head of Investment Strategies and CIO; Northern Trust Names Global Head of Consultant Relations; and more.