The latest moves and appointments in wealth management in the Americas.
StraightLine Group, an independent SEC Registered Investment Advisor (RIA) and financial planning firm, has appointed industry veteran Rob Rickey, CFP® as chief growth officer.
Rickey will lead strategic efforts as the firm expands its focus on delivering general education, communication, and advice to individuals in employer-sponsored retirement plans. Rickey has more than 25 years of experience in the retirement industry, most recently working as managing director and head of advisor services at TIAA, where he played a pivotal role in bringing independent fiduciary advice solutions to individuals whose employer-sponsored retirement plans were with TIAA.
Rickey’s experience also includes building and managing an advisory platform for the distribution of retirement, life insurance, and annuity products through RIAs. The platform was instrumental in allowing plan sponsors in the higher education and not-for-profit markets to expand in-plan advice options, including the advice of independent fiduciary advisors.
He first served StraightLine as a strategic consultant starting in October 2022 and officially joined the firm full-time in July 2023.
Alongside Rickey’s appointment, StraightLine is modernizing its business model, by making additional investments in people, technology, and infrastructure – investments aimed at enhancing human interaction, rather than minimizing it.
StraightLine, based in Troy, Michigan, provides a full suite of financial planning, portfolio management, investment advisory, and retirement planning services to clients across the US. With more than $1 billion in assets under management, it works as an advisor and partner to individuals and families, businesses, and institutions.