Deals & People November 17th, 2023 Retirement Industry People Moves – 11/17/23 Joelson joins Savvy Advisors as founding principal wealth manager; Matos made CFO for workplace and retirement solutions at Principal; Northern...
Deals & People September 22nd, 2023 Retirement Industry People Moves – 9/22/23 Toland leaves TIAA to start annuity consultancy; Jamie Hopkins moves to Bryn Mawr Trust as director of private wealth management;...