Tag: Hiring firing

Brandon Budd has joined The Standard as a retirement plan consultant for the company’s south sales region. 

Moira Hagy has joined the retirement services team of Assurance Financial Services as a vice president. 

Lincoln Financial Group’s retirement plan services business announced the addition of three retirement plan specialists to its national participant engagement team.

Jean-Dominique Butikofer joined the fixed-income team as head of emerging markets at Voya Investment Management, the asset management business of Voya Financial Inc. 

NFP, a provider of employee benefits and wealth management advisory services, has added 53 new advisers to its staff.

The Retirement Advantage, Inc. (TRA) has hired Courtney Zanghi as a new business consultant in the Mid-Atlantic region.

The Principal Financial Group has hired Mike Parrett as vice president of consulting.

Drew McCorkle joined the Atlanta office of CAPTRUST Financial Advisors as vice president and financial adviser. 

American Century Investments appointed Glen Casey as senior vice president and global head of products.

Jon Prescott joined Envisage Information Systems LLC as vice president of institutional business development.

John Chadwick and Marcela Curry joined the sales leadership team at Wells Fargo Institutional Retirement and Trust. 

Jeff Arneson joined Great-West Financial as a wholesaler for financial institutions markets. 

Lincoln Financial Group’s retirement plan services business appointed Jason Key as head of business development for its institutional retirement distribution team.

Highland Capital Management, L.P., a Dallas-based investment management firm, has added five members to its sales group for non-traded and mutual fund products.

A lack of succession process readiness, along with valuation issues, makes selling an independent advisory practice unfavorable for many advisers, says a new CLS Investments analysis.

Focus Financial Partners, LLC announced that Dan Sontag, former president of Merrill Lynch’s global wealth management unit, has joined the Focus wealth management network’s board of directors.

Jeff Bosco, a senior vice president, has been named the head of CUNA Mutual group’s wealth management business.

United Benefit Advisors (UBA) named Les McPhearson as the organization’s next chief executive officer.

Stephen Rosenberg, an Employee Retirement Income Security Act (ERISA) and labor law litigator, has joined The Wagner Law Group.

MassMutual Retirement Services has appointed eight new relationship managers to further support retirement plan sponsor clients.