Browsing Tag
Corporate Roundup
76 posts
Discover the latest corporate roundup featuring key updates on financial results, executive changes, strategic initiatives, and major corporate events. Stay informed with our comprehensive summaries of top business developments, mergers, acquisitions, and market trends. Perfect for investors, analysts, and business professionals seeking a quick yet thorough overview of the corporate world.
Corporate Roundup: Ascensus Brings In President, Principal and Alera Group Hires
Ascensus hires 25-year industry veteran as its next president, while Principal and Alera Group announce their own new hires
July 14, 2023
Corporate Roundup: Pensionmark Names CIO; DCALTA Appoints Board of Directors
Pensionmark announces a new CIO, while DCALTA selects three new members to its board of directors, and more
June 30, 2023
Corporate Roundup: Carson Group Adds $5 Billion RIA, Waverly Advisors Acquires Silicon Hills
The Carson Group announces equity partnership with Northwest Capital Management, Waverly Advisors acquires Silicon Hills Wealth Management, and more
June 23, 2023
Corporate Roundup: Sageview Acquires RBG, HUB Launches HSA Tool
SageView Advisory Group adds a $5.2 billion dollar retirement plan consulting firm, HUB International introduces its HSA investment account product, and more
June 16, 2023
Corporate Roundup: New Mylo and Mercer Products, UBS Announces NYC Addition
Prudential Advisors incorporates annuities, Mercer adds another strategic investor, and more
June 9, 2023
Corporate Roundup: New Hires for Securian Financial and Nationwide
Securian Financial and Nationwide Retirement Solutions announce the latest hires within their organizations
May 26, 2023
Corporate Roundup: Endeavor Law, IRIC Reveals New Board of Directors
Endeavor Retirement expands its services, while IRIC appoints industry leaders to its board of directors, and more
May 19, 2023
Corporate Roundup: Franklin Templeton Moves; PSCA Signature Awards
Franklin Templeton brings in two new hires, Strongpoint Partners announces collaboration with RPA, and PSCA honors signature awards and lifetime achievement recipients.
May 5, 2023
Corporate Roundup: Generations Retirement Group Opens Mass. Location; Milliman Moves
Capping off the month, Generations Retirement Group rolls out a new location in Westborough, Massachusetts, Transamerica and Smart…
April 28, 2023
Corporate Roundup: OneAmerica Joins Retirement Advisor Council, Industry Hires
TIAA, Lincoln, and Nuveen all announce new hires, while OneAmerica joins the Retirement Advisor Council, and Lord Abbett expands its partnership with PCS Retirement
April 14, 2023