Tag: Hiring firing

While many older employees say they are delaying retirement, the delay rate is lower than in previous years, says a new survey.

Alternative asset custody and rollover specialist Millennium Trust Company hired four new vice presidents to assist sales and solution delivery.

Retirement plan services provider Pensionmark Retirement Group added a new partner and branch office to cover Bakersfield, California, and the San Joaquin Valley.

USI Consulting Group has named David Brisnehan as vice president of retirement services for its Irvine, California, office.

Mutual of Omaha Retirement Services named four new regional sales managers to grow business with retirement plan advisers and their defined contribution (DC) clients.

D. Mark Schumann has joined The Segal Group as senior vice president and national communications practice leader.

Marc Horner has joined the UBS Financial Services DC Advisory Program.

Professional services and consulting company Towers Watson named Chris Ford as global head of the firm’s investment business.

Michael Dieschbourg joined Federated Investors Inc. as head of the company’s new alternatives and managed-risk investment group.

Nick Davies will assume the role of area president for Gallagher Fiduciary Advisors LLC’s (GFA) Washington, D.C., and Newark, New Jersey, offices.

Investment services firm OppenheimerFunds launched a unified distribution organization that features realigned channel segmentation and increased customization to support new growth strategies.

Dan Sheldon, chief financial officer (CFO) for Broadridge Financial Solutions Inc., stepped down from his executive role and will leave the firm in April.

Strong market performance helped registered investment advisers (RIAs) increase practice revenues by 18% last year, and growth prospects are good for 2014.

Daniel Leger joined Akre Capital Management LLC as head of strategic planning and client services to help the firm expand its institutional investor business.

Fiduciary Investment Advisors (FIA) opened a new office in Kennebunk, Maine.

Accurately tracking practice metrics and documenting operating procedures are two ways firm owners can build value during the succession planning process.

TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.

ING U.S. Inc., soon to be rebranded as Voya Financial Inc., named Stephen Keating as head of large corporate market sales for its retirement solutions business.

Markus Krygier joined Strategic Investment Group as a managing director.

The Wagner Law Group announced the additions of William Scogland to its new Chicago office and Ellen Stone to its existing Boston office.