Tag: Hiring firing

Joseph Dunbar has joined SageView Advisory Group as an investment adviser based in the firm’s Boston office.

Prudential Investment Management has named Michael Schlachter as the head of its multi-asset class solutions group.

Pinnacle Plan Design hired Lauren Okum as a consulting actuary.

Prudential Fixed Income expanded its emerging markets team with the hiring of Matthew C. Duda.

Eric Carlson has joined Retirement Benefits Group as a member of the firm’s retirement plan and individual advisory services staff.

Anthony Bunnell and Ryan Tolmie have joined the Securian Retirement sales staff as vice presidents.

Research from Schwab Advisor Services shows registered investment advisers (RIAs) are enjoying their best growth since at least 2006, when Schwab launched its annual RIA Benchmarking Study.

Transamerica Retirement Solutions has named Bill Feldmaier as division vice president for the company’s central region retirement plan sales.

The Guardian Insurance & Annuity Company is expanding its national 401(k) sales staff through the appointment of six new regional vice presidents of retirement plan sales.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

Northern Trust Asset Management has named Mamadou-Abou Sarr as global head of Environmental, Social and Governance (ESG) Asset Management.

Retirement and college savings plan services provider Ascensus has appointed two new vice presidents to lead national sales and key account management efforts.

Francis (Frank) M. Gregory III was appointed to the new position of chief distribution officer at BPV Capital Management.

David Hiss has joined John Hancock Retirement Plan Services as a regional vice president, responsible for sales and relationship development in the Chicago Metro area.

Advisory firms will have significant opportunity for growth over the next decade, according to Schwab Advisor Services, but success will require new strategies to win “Generation Now.”

Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director, defined contribution consulting.

Scott D. Zaleski was named client portfolio manager, a newly created position, at Standish Mellon Asset Management Company LLC. 

Joni Andrioff has joined Steptoe & Johnson LLP as a partner in the Tax and ERISA, Labor & Employment Groups.

 Craig Davis was appointed chief financial officer (CFO), a newly created position, at BPV Capital Management.

Joe Bruns and Mark Schatzel have been appointed retirement plan consultants for the eastern sales region of StanCorp Equities, Inc. (The Standard).