Browsing Tag
retirement industry leadership
10 posts
Waverly Advisors Acquires $3.1B RIA
Plus, news from Mercer, Western & Southern Financial Group, AdvisorCRM, and more
Retirement Advisor Council Elects New, Emerging Advisors
Plus, news from NIRS, The Retirement Advantage, ShareBuilder 401k, Hightower, and more
Nationwide Shakes Up Sales Leadership
Nationwide annuity distribution sees new leadership as Ann Raible and Brad Carrier take joint roles driving growth and strategy.
Uhlmann Price Securities Names Retirement Plan Services SVP
The collaboration aims to bridge the gap between institutional retirement plans and individual financial goals
Commonwealth Affiliate Moves to Cetera
Jamie Hatfield and his team are set to join Cetera’s Summit Financial Networks community
J.P. Morgan AM Taps Executive Director, Corebridge Brings Crypto to Annuities
Plus, news from Corebridge Financial, Ritholtz, InspereX, and more
Ubiquity Names James Hobson New CEO to Succeed Chad Parks
Proven fintech leader will lead next phase of business growth with focus on partnership
Scott Duba Named President at Prime Capital Financial; Will McGough Appointed CIO
Latest leadership moves intended to support firm’s continued national expansion
CFP Board Taps New Chair, AB Appoints President
Plus, the latest news from The Retirement Advantage, Financial Planning Association, FINRA, Morningstar, and more
Taking the Reins at Viking Cove Institute: New President Amy Glynn
It was announced at the start of the recent Viking Cove Institute 2025 Industry Leaders Summit that well-known…