Deals & People September 22nd, 2023 SageView’s Long: ‘Tremendous’ Consolidation Still to Come in Retirement, Wealth The founder, former CEO and now chairman also says serving participants—in or out of plan—will be key to succeeding amid...
Deals & People August 14th, 2023 SageView CEO Long to Step Aside as Firm Pushes Further into Wealth Management Founder Long to take chairman role as John Longley, former SVB private wealth head, becomes CEO.