Tag: Hiring firing

Finders, minders and grinders are all critical members of successful retirement plan service teams, and growing an advisory practice will require all three skill sets working in concert.

Bill Gross, PIMCO’s founder and CIO, caused serious waves in the investment industry when he announced his decision to join Janus Capital Group.

Investment management firm AllianceBernstein L.P. announced three new hires to its defined contribution team.

A new study suggests it is a lack of awareness among college students and young professionals, not a lack of interest, which has led to the advisory industry’s...

Kris Krikorian joined Pentegra Retirement Services as a regional director for qualified plan sales.

A new Schwab Advisor Services study explores industry attributes that attract professional financial advisers to the registered investment adviser (RIA) profession.

Andrew Daly joined investment management and processing firm SEI as a client investment strategist on the firm’s U.S. institutional advisory team.

Kim Abello has joined Wells Fargo & Company's North American commercial banking division to lead employee stock ownership program (ESOP) efforts nationwide.

Graystone Consulting has hired The Brice Group, a team of seven investment professionals, to serve institutional and individual clients in the Midwest.

Putnam Investments announced the appointment of Jeffrey L. Gould as head of Putnam global institutional management to lead the firm's response to growing marketplace interest.

The Guardian Life Insurance Company of America announced an appointment to the newly created position of field director of retirement plan sales.

Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added four specialists to its retirement plan services intermediary sales team.

CAPTRUST Financial Advisors, an independent retirement plan advisory network, announced the opening of a new office in Columbia, Missouri, and the hiring of two financial advisers.

John O’Leary has joined Benetech Inc., a third-party administration (TPA) firm supporting advisers in the small- and mid-size retirement plan market, as a regional pension consultant.

Independent Financial Partners (IFP), a hybrid registered investment advisory (RIA), has hired Louis Hanna as its new director of recruiting.

Mercer Investments is adding four senior investment professionals to its staff to provide additional client support across the firm’s North America regions.

Christopher Han, Michael Demler and Michael Palace have joined Ascensus as regional vice presidents. 

Mike DiCenso joined Mesirow Financial as managing director and head of national sales on the investment strategies team. 

Robert Straus has joined Innovest Portfolio Solutions as a vice president, tasked with supporting due diligence efforts and providing investment consulting services to Innovest clients.

William Mitchner joined the Cleveland office of Segal Rogerscasey as a vice president and senior consultant.