Tag: retirement plan advisers

Cetera Financial Group broke adviser recruiting record in 2022; Advisor Group added 1,800 advisers representing $84.2B in client assets in...

Advisers are most interested in adding HSAs, 529s and emergency savings accounts to their offerings, according to a survey by...

Private Advisor Group Taps Frank Smith to be CEO; Accelerate Retirement names Thurston managing director; The Marygold Companies appoints fintech...

The M&A tear did finally slow in Q4 2022, marking the first year-over-year quarterly decline in more than four years,...

Pam Hess will take over as executive director of a research center that includes advisory councils staffed with some of...

PLANADVISER is accepting entry forms for its listing of top retirement plan advisers.

Alera buys Ascent Group, adds $2.8B in AUM; Heffernan snags Utah-based insurer; Marsh McLennan acquires HMS Insurance Associates; and more.

A proposed ban on noncompete contracts by the FTC would likely have implications for the RIA firms some retirement advisories...

SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on...

The financial services firm says it will keep the First Allied Securities brand name as it continues to expand its...

Of plan sponsors with full employee participation, 80% work with an adviser to help design and manage their 401(k) benefit,...

Do you work with or know of a great plan adviser or plan adviser team?

Voya expands distribution team; Ryan Financial Group joins Commonwealth; DigitalOcean names chief financial officer and more.

$5 billion multi-family office and investment firm Nordwand Capital launches in Pennsylvania; Millennium Trust names new CEO; Cetera bolsters business...

Credit Suisse Asset Management appoints head of product; Milliman expands Employee Benefits Administration sales team; Strategic Investment Group hires head...

Newfront adds senior vice president to retirement team; Mercer Advisors acquires Texas-based Mark D. Cunningham; Pure Financial Advisors adds new...

Principal Financial Group hires U.S. insurance solutions distribution leader; Prudential Financial announces leadership succession for U.S. and international businesses; NEPC expands...

FIS names president and CEO; Aon names fiduciary services practice leader; CAPTRUST adds Massachusetts-based Patriot Pension Advisors; and more.

SageView Advisory Group to acquire women-led Lakeview Wealth Management; Corebridge Financial hires president of retirement services; UBS hires seven in...