Tag: Selling

ING Investment Management has hired Ken Sarafa as Senior Vice President, Institutional Sales and Relationship Management, with responsibility for the Midwest region.

The Guardian Life Insurance Company of America has appointed Jason Frain, Vice President, 401(k) Product Management and Development, Retirement Solutions.

Russell Investments has expanded its institutional defined contribution team with the appointments of Keith Lennon and Michelle Rappa.

McGraw-Hill Financial Communications and ExpertPlan, Inc., are rolling out a presentation tool for financial professionals to use with 401(k) plan sponsor clients, called the Annual Plan Review Book.

Old Mutual Asset Management (OMAM) has named Michael Raso Senior Vice President and Director of Institutional Retirement. 

Symetra Life Insurance Company has hired three regional sales leaders: Christopher Koettker, Andrew McMillan, and Steve Mezei. 

Great-West Retirement Services announced that Mark Berman will join the firm as regional sales director for its Great Lakes market. 

Russell Investments has promoted John Harrell and Paul Izzo to serve in the newly created positions of National Account Executive in the U.S. bank channel for its adviser-sold...

Vigilant Financial Partners has appointed Shelly A. Horwitz as Partner, where she will lead the firm’s Retirement Plan Services efforts. 

Asset International’s Strategic Insight and PLANSPONSOR have unveiled a new version of their Pathfinder provider search tool. 

StanCorp Equities has chosen Chris Weekley to be a pension consultant, responsible for retirement plan sales in Georgia and Tennessee.

ING’s U.S. Retirement division announced a plan to expand its reach to small- and mid-sized corporate retirement plans and to support the distributors that serve this market.

Schwab Advisor Services is introducing a consultative program, “Managing Client Profitability,” designed to help advisers grow their business through effective client segmentation.

A recent report from Financial Research Corporation (FRC) reveals that sub-adviser firms polled say their primary source of manager search information is the manager itself.

RidgeWorth Investments announced that it has added two sales professionals to its recently-created Retail Channel sales team. 

Bank of America is hiring advisers to cater specifically to the “Preferred customer” segment of Bank of America’s client base - those with investable assets of $50,000 to...

Neuberger Berman hired three wholesalers to its team of twelve internal and external salespeople. 

John Hancock Retirement Plan Services (RPS) rolled out an update to its iPad application for its PRIME Elements sales tool.  

eRollover has introduced eRollover for Advisors, an online marketing solution for financial advisers that will offer help about growing practices and provide member matchmaking services from the eRollover.com...

Russell Investments hired Matthew Teevan as a defined contribution (DC) specialist for the firm’s U.S. adviser-sold business.