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Retirement Industry People Moves

Published: March 6, 2023

Wagner Law names new Chicago-based ERISA attorney; Franklin Templeton appoints senior alternatives strategist; WTW names director of retirement; and more.

Source: plansponsor.com

Related Topics:

Hilltop ParkUnited StatesUnited KingdomCoral GablesMike BeneventoTony DavidowStephen DoverBradley StrockZara MirzaMatt BermanDanyle AndersonJohn JenningsGreg FranksLeet PolkMarcias WagnerMadam LesterEduardo Alvarez AndreuDavid MustoMickey OnvuralTiffany VelezAlvarez AndreuHarinder SoinErin DonnellyCambridge AssociatesFranklin Templeton

RIA Roundup: Lazard Acquires Truvvo, Creates $8B Family Office

Published: March 3, 2023

RIA M&A deals from Lazard, Stratos Wealth, Beacon Pointe, Pathstone, Legacy Capital, Hightower and Snowden Lane.

Source: wealthmanagement.com

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United StatesNew YorkDistrict Of ColumbiaSanta Cruz CountyLittle RockPortola ValleyCoral GablesNewport BeachBloomfield HillsMatt CooperRaymond JamesOneill FairbanksLance WexlerMatt FleissigDoug FlahertyDeann GannJerome AntenenAndrew MeyersEduardo Alvarez AndreuDanielle RosemanAlvarez AndreuCasey WhalenArthur DuffyTim BelloHeather Oneill Fairbanks