PLANADVISER - Fall 2023 - 8

On the Move
Long Moves to Board Chairman Alera Retirement Adds 2 Experts
Randy Long, CEO and founder,
SageView Advisory Group
SageView Advisory Group CEO and
founder Randy Long stepped into the role
of board chairman, September 1, as the
firm continues expanding from its retirement
plan advisory roots into wealth management.
John Longley, formerly head of private wealth for the
defunct Silicon Valley Bank, took on the CEO role to continue
driving that expansion, the firm announced, also stating that,
as chairman, Long will concentrate on strategy and growth
planning. He most recently was president of SVB Private.
Long founded SageView, headquartered in Newport
Beach, California, in 1989 as a retirement plan advisory,
building the practice to its current pool of 2,100 retirement
plan clients representing about 1.7 million participants and
$170 billion in plan assets.
In 2021, private equity firm Aquiline Capital Partners
took a majority stake in SageView with a goal of expanding
its wealth management practice through acquisitions and
organic growth. Since that time, the firm has made nine
transactions, which helped build its wealth management
division to $4 billion in client assets.
Bryan Hissong (left),
senior retirement plan
consultant, and Matt
Rafeld, director of financial
wellness, both of
Alera Group
Insurance and financial services firm Alera Group hired
Bryan Hissong to extend the firm's reach to large-company
defined contribution, defined benefit and nonqualified
retirement plans.
Hissong, formerly of Arthur J. Gallagher & Co., will serve
in a national role as senior retirement plan consultant.
He brings a background in both recordkeeping and retirement
plan sales with experience specifically in developing
pension de-risking strategies and building large-market
sales teams.
Alera's retirement plan services division also hired Matt
Rafeld for a newly created role as director of financial wellness,
part of a push to broaden plan services. Rafeld comes
from Edelman Financial Engines, where he was director of
financial wellness. Both men report to Christian Mango,
Alera's executive vice president and national practice leader
of retirement plan services.
8 planadviser.com | Fall 2023 | Practice Management Art by Melinda Beck

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PLANADVISER - Fall 2023

Table of Contents for the Digital Edition of PLANADVISER - Fall 2023

At the Core
A Need to Show Value
The Talent Pipeline
Inside the Deal
Demand Performance
Are They Legally Binding?
The SEC on Cybersecurity
From Managing to Leading
Can You Predict Client Stress?
PLANADVISER - Fall 2023 - C1
PLANADVISER - Fall 2023 - FC1
PLANADVISER - Fall 2023 - FC2
PLANADVISER - Fall 2023 - C2
PLANADVISER - Fall 2023 - 1
PLANADVISER - Fall 2023 - 2
PLANADVISER - Fall 2023 - 3
PLANADVISER - Fall 2023 - 4
PLANADVISER - Fall 2023 - 5
PLANADVISER - Fall 2023 - 6
PLANADVISER - Fall 2023 - 7
PLANADVISER - Fall 2023 - 8
PLANADVISER - Fall 2023 - 9
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PLANADVISER - Fall 2023 - 11
PLANADVISER - Fall 2023 - 12
PLANADVISER - Fall 2023 - 13
PLANADVISER - Fall 2023 - 14
PLANADVISER - Fall 2023 - 15
PLANADVISER - Fall 2023 - At the Core
PLANADVISER - Fall 2023 - 17
PLANADVISER - Fall 2023 - 18
PLANADVISER - Fall 2023 - 19
PLANADVISER - Fall 2023 - A Need to Show Value
PLANADVISER - Fall 2023 - 21
PLANADVISER - Fall 2023 - 22
PLANADVISER - Fall 2023 - 23
PLANADVISER - Fall 2023 - 24
PLANADVISER - Fall 2023 - 25
PLANADVISER - Fall 2023 - The Talent Pipeline
PLANADVISER - Fall 2023 - 27
PLANADVISER - Fall 2023 - 28
PLANADVISER - Fall 2023 - 29
PLANADVISER - Fall 2023 - Inside the Deal
PLANADVISER - Fall 2023 - 31
PLANADVISER - Fall 2023 - Demand Performance
PLANADVISER - Fall 2023 - 33
PLANADVISER - Fall 2023 - Are They Legally Binding?
PLANADVISER - Fall 2023 - 35
PLANADVISER - Fall 2023 - The SEC on Cybersecurity
PLANADVISER - Fall 2023 - 37
PLANADVISER - Fall 2023 - From Managing to Leading
PLANADVISER - Fall 2023 - Can You Predict Client Stress?
PLANADVISER - Fall 2023 - 40
PLANADVISER - Fall 2023 - C3
PLANADVISER - Fall 2023 - C4
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