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Retirement Industry People Moves - Vimarsana News

Retirement Industry People Moves

Published: February 4, 2023

SPARK Institute elects new governing board led by T. Rowe Price’s Collins; BPAS promotes Jason Disco to lead defined benefit sales and service; Marshberry adds Rob Madore as vice president, financial advisory; and more.

Source: plansponsor.com
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Merit Gains New DC Division with Mersberger Deal - Vimarsana News

Merit Gains New DC Division with Mersberger Deal

Published: August 25, 2022

Merit Financial Advisors’ acquisition of Mersberger Financial Group adds $830 million in AUM and a new retirement plan division with $489 million in AUA.

Source: wealthmanagement.com
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