Endeavor Retirement Names Advisor Success Head, The Standard Tops $2B in PEPs
This week, Endeavor Retirement announces a new hire, The Standard achieves $2 billion in PEP sales, two Nashville-based financial advisors join Hub International, Carolinas Investment Consulting moves to CAPTRUST, and more.
Endeavor Retirement Announces Advisor Success Lead
Christine Masoni has joined Endeavor Retirement as its head of Advisor Success.
In her new role, Masoni will focus on building strong relationships with advisors, providing support and implementing eQective strategies to help build participant relationships.
“We are thrilled to welcome Christine to the Endeavor Retirement family,” said Bonnie Treichel, founder and chief solutions officer of Endeavor Retirement. “Her expertise and leadership will be invaluable as we continue to grow and support advisors in delivering top-notch services to plan sponsors and participants. Christine and I met years ago when I was an advisor, and she was working at a national recordkeeping firm. This is a true success story of why it’s important to nurture your network. Years later, I am thrilled to land such an important partner in Christine.”
Masoni will partner with industry expert and veteran Nevin Adams, now chief advisor strategist at Endeavor Retirement. Under Treichel’s leadership, the team looks forward to continuing to support new plan growth and enhance advisor solutions.
The Standard Tops $2B in PEP Assets
The Standard has surpassed $2 billion in pooled employer retirement plan assets under administration.
“We are honored and excited to surpass the $2 billion milestone for PEP assets,” said Steve Chappell, vice president of distribution in Retirement Plans at The Standard. “Our advisors trust our PEP solution to help their clients focus on their most important tasks while providing the fiduciary management and administrative outsourcing they need for their retirement plan.”
The Standard’s PEP solution may be privately labeled by plan advisors, which can provide relief for plan sponsor clients who are tasked with plan administration and fiduciary responsibilities.
The Standard has been in the retirement plan space for over 85 years, designing and administering investment options for 401(k), profit sharing, money purchase, 403(b), MEP/PEP, 457 and defined benefit plans. Clients include corporations, government agencies and nonprofit organizations in a wide range of industries.
Hub Acquires Nashville-Based Advisors
Hub International Limited, a global insurance brokerage and financial services firm, has hired financial advisors Steven Glasgow and Jordan Sibler, and acquired their books of business. Terms of the transaction were not disclosed.
With over 25 years of experience in retirement and wealth management services, Glasgow and Sibler provide personalized strategies for clients to achieve their financial goals. Based in Nashville, Tennessee, they will join HUB Mid-South, where they will continue to serve clients with the same dedication and expertise.
“We’re excited to welcome Steve, Jordan and their team to Hub,” said Joe DeNoyior, president of Hub Retirement and Private Wealth. “They bring a collaborative approach that reinforces our mission to provide comprehensive, tailored financial strategies to individuals and businesses.”
Tony Leonard of MidCap served as financial advisor to Glasgow and Sibler.
CIC Joins CAPTRUST
CAPTRUST Financial Advisors has announced that Carolinas Wealth Consulting, doing business as Carolinas Investment Consulting (CIC) in Charlotte, North Carolina, will be joining their firm.
Founded in 2001 by George Edmiston, CIC is an investment consulting and financial planning firm serving families, endowments, retirement plans, and corporations. The 20-member firm serves clients in over 30 states and oversees over $1.4 billion in assets.
“We feel that CAPTRUST will help us continue to offer our team and clients the culture and experience they have been accustomed to far into the future,” said Edmiston.
CIC joined CAPTRUST in January 2025 and, consistent with other firms that have joined the company, will take on the CAPTRUST brand. This will be CAPTRUST’s second location in Charlotte.
“CAPTRUST got better today, and we are thrilled to have the CIC team join us. George and I have been friends and competitors for over 20 years. CIC has had a sterling reputation in the Carolinas which will immediately improve our market opportunities and elevate our brand,” said Fielding Miller, co-founder and CEO of CAPTRUST.
Key Wealth Expands Envestnet Partnership
Key Wealth, the wealth management business of KeyBank and Envestnet, has announced an expansion of their multi-year relationship.
Through this relationship, Key Wealth advisors will gain full access to Envestnet’s wealth management technology and solutions. The platform’s expanded capabilities will support:
- Digital Client Experience — An interface that enhances collaboration between advisors and clients, offering greater transparency and insights into financial decisions.
- Integrated Financial Planning — Tools to create tailored strategies that align with clients’ short-and long-term financial goals.
- Portfolio Management & Analytics — Investment solutions, including risk analysis, tax overlay, and AI-driven insights, designed to help advisors personalize client portfolios and grow their practices.
“Expanding our strategic relationship with Envestnet is a significant step in Key’s journey to unify the technology platforms across our expanding Wealth business,” said Joe Calabrese, chief operating officer at Key Wealth. “By leveraging Envestnet’s comprehensive capabilities and platform, we’re positioning our advisors in the best way possible to address and solve for the financial needs of their clients and deliver the most holistic wealth planning experience.”
“We are thrilled to partner with Key Wealth, empowering their advisors with Envestnet’s ecosystem of integrated technology, intelligent data, and wealth solutions that drives efficiency, scale, and full integration and works seamlessly within an advisor’s workflow,” said Molly Weiss, group president of Wealth Management Platform at Envestnet. “Key Wealth’s commitment to innovation at the intersection of banking and wealth management makes them an exciting partner for us, and we look forward to collaborating on the future of holistic wealth management. By leveraging our modern, integrated platform, Key Wealth advisors will be equipped with the tools they need to deliver personalized experiences and improved client outcomes at scale.”
SEE ALSO:
Corporate Roundup: Principal Names Brant Wong as Retirement Solutions Head, CCO Joins Ascensus
The Standard Builds On Annuity Solution With Additional Features