Retirement Industry People Moves – 5/10/24
Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; OneDigital adds Flach as senior consultant; and more.
Tag: SageView
Retirement Industry People Moves – 4/18/24
Ascensus names Torgerson to lead; New York Life hires Nixon as head of group benefit solutions claim operations; Pettman joins...
Partnering On In-Plan Advice
Recordkeeper Empower and two large RIA advisories discussed why they’re partnering on adviser-managed accounts geared toward plan participants of all asset levels.
Why Defining Plan Goals is Key to Success
Plan sponsors should articulate organizational objectives to derive optimal benefits from workplace financial wellness initiatives, say experts during a PLANSPONSOR...
Advisory M&A News – 1/16/24
BlackRock ramps up alts exposure with GIP acquisition; SageView Advisory Group acquires Palmer Retirement Consulting; Financial Advisers launches Avise Financial.
The PLANADVISER Interview: John Longley, CEO, SageView
The new CEO discusses what he sees in SageView’s opportunity to leverage the retirement and wealth convergence.
Participant Education Requires Innovation, 1-on-1 Coaching in Hybrid Labor Market
PLANADVISER spoke to experts about how they provide financial wellness education to meet the needs of today’s participants.
Nuts and bolts
How to Stand Out in an RFP
Do you want “a seat at the table for the finals,” as Greg Middleton puts it? Increasingly, advisers are being...
On the Move
On the Move
Long Moves to Board Chairman SageView Advisory Group CEO and founder Randy Long stepped into the role of board chairman,...
Retirement Industry People Moves – 10/20/23
SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head...
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.
CAPTRUST Expands Presence in South
Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.
Wealth Management M&A Dips Slightly in Q2
The second quarter decline mimics similar drops in 2020 and 2022, even as the industry went on to strong dealmaking...
SageView to Acquire Retirement Benefits Group’s Founding Team
The advisory aggregator will acquire retirement plan consulting firm leads with $5.2 billion in assets under administration.
Inflation Hitting Millennials Hardest as They Seek to Meet Needs
Millennials are most likely to reduce insurance and retirement contributions due to inflation, but financial wellness can help with more...
Many Providers Are Prioritizing Participant Financial Advice in 2023
Advisory shops and providers are launching new workplace programs, updating others and sometimes bypassing the plan sponsor altogether to reach...
SageView Launches Financial Education Platform for Participants
One of the country’s largest independent retirement plan advisories taps Kerry Woods to lead a new financial readiness platform to...
SageView Acquisitions Add to Financial Wellness-Focused Wealth Manager Push
SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on...