Tag: Consultants

Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.

Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.

A diverse group of plan sponsors spoke about their decision-making process to choose a health savings account provider.

Colony Enacts Mergers with Bridgewater Wealth and BWA; Multnomah Group Hires Former Investment Consultant; American Century Hires ETF Initiative Specialists;...

Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research...

LCG Associates hires Atlanta consultant; Capital Investment Companies announces collaboration; TRA announces leadership expansion; and more.

Student Loan Genius announces new CEO, and Cammack Retirement Group hires consultant.

Arnerich Massena promotes two consultants, and Sikich to acquire Evolution Retirement Services.

Milliman hires Employee Benefits senior consultant; USI Insurance acquires Carolina First Associates; Westminster Consulting hires senior consultant; and more.

Segal names National Director of Multiemployer Consulting; and Cammack expands into Southeast with addition of consultant.

Neuberger Berman names CIO to help with foundations and endowments; Creative Planning hires leader of 401(k) division; adviser to non-profits...

A new pension risk transfer consultant at Channel Financial Pension Services, Groom Law Group adds executive compensation expertise, and CalPERS...

The HR and benefits consulting firm's moves are, in part, due to growing business in central Ohio.

Fiduciary Investment Advisors and Arnerich Massena add retirement plan consultants; Groom Law Group adds attorneys in health practice; and more.

Arnerich Massena Inc. transitions a portion of its participant-driven retirement plan services practice to SageView Advisory Group; new hires at...

USI Insurance acquires Benefit Controls of the Carolinas, and investment consultant LCG Associates expands footprint.

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

John Carbone signed on to Fred Alger Management, and Jessica Portis joined Mercer Investments.

Jean Moore joins the consulting firm from Towers Watson.

Morgan Stanley veteran Charles Reinhard will lead portfolio strategy and thought leadership provided to advisers and investors.