Tag: Advisers

MassMutual’s newest acquisition; Lockton Chicago expands retirement practice; Envestment to use VMS recordkeeping services.

TD Ameritrade’s CEO to retire; a strategic alliance for PEI and Proteus; new hires at Delaware Investments.

Northern Trust Asset Management announces new hire, SageView Advisory expands presence in Hawaii and Alliance Benefit Group North Central States...

An AXA study of K–12 403(b) plan participants found advisers bring both emotional and financial value.

This week brings promotions at T. Rowe Price and Wilshire Consulting, as well as third-party administrator acquisitions.

The professional services firm has acquired Pension Resource Group Inc.

Retirement plan sponsors are usually not experts in compliance, while advisers and consultants are, so sponsors may want to rethink...

Promotions in the Index funds division at LGIMA.

Betterment founder and CEO Jon Stein tells PLANSPONSOR Betterment for Business is the only full-service platform providing recordkeeping and advice.

New hires and promotions at Cafaro Greenleaf, McDermott Will & Emery, Lincoln Financial Group and more.

New hires and promotions at Nationwide and Mercer Investments, as well as new office locations for Pensionmark.

"By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service,"...

Major retirement plan recordkeeper reaches agreement to deliver independent advisory services via Financial Engines.

The Department of Labor has released its agenda for next week’s public hearings to discuss the department’s proposed fiduciary rule...

The firms announced an “expanded array of defined benefit plan services” after nearly a year and a half of partnership...

Deana Calvelli joins Lockton; Brett Dutton comes to PNC Institutional Asset Management; Dave Anders & Associates affiliates with PlanMember Securities...

“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.

Too much time is spent on fees, funds and fiduciary, and not enough on the point of a retirement plan:...

HANYS Benefits added a team of strategic business leaders headquartered on Long Island.

ForUsAll has created a simple and inexpensive 401(k) product for small businesses with 3(16) and 3(38) fiduciary services.