Retirement Industry People Moves
SageView adds Bloomfield Hills wealth practice; ExamFX acquires Training Consultants; BNY Mellon launches Pershing X; and more.
Retirement Industry People Moves
Impax appoints Ed Farrington as head of distribution for North America; Prudential forms new Prudential Retirement Strategies business; Northern Trust appoints Gary Paulin as head of global strategic solutions; and more.
Retirement Industry People Moves
Transamerica adds new TPA services VP; Franklin Templeton to acquire O’Shaughnessy Asset Management; Financial Advocates acquires Waddell & Reed; and more.
Retirement Industry People Moves
iCapital Network acquires Axio; Alerus Financial Corporation announces CEO transition; Commonwealth Financial Network selects senior vice president for RIA compliance; and more.
PGIM Names Linda Gibson New CEO of QMA
The appointment comes as the firm is preparing to rebrand the quantitative equity and multi-asset solutions specialist to be called PGIM Quantitative Solutions and as it prepares to launch a dedicated defined contribution unit.
Retirement Industry People Moves
Northwestern Mutual-Puget Sound selects managing partner; chief product officer joins OneDigital; Northern Trust announces hiring of new CIO; and more.
Retirement Industry People Moves
Investment Adviser Association enters partnership with ACA; Hub acquires Millennium Advisory Services; Dechert hires employee benefits and executive compensation partner; and more.
Retirement Industry People Moves
Johnson Financial joins Farpointe; EdgeCo selects new SVP; Lincoln Financial Group announces executive leader succession plans; and more.
Retirement Industry People Moves
Rebalance hires retirement services director; Cuna Mutual Group selects new leadership; and TRA adds regional sales consultant.
CAPTRUST Acquires Chicago-Based Ellwood Associates
A total of 55 Ellwood employees, including 46 consultants, will be joining CAPTRUST, including a seasoned team of investment consultants.
A Q&A With QMA’s David Blanchett
Retirement Industry People Moves
QPA hires managed account services director; Lightyear selects new senior adviser; NFP Acquires FBG; and more.
Retirement Industry People Moves
Mutual of Omaha retirement services hires internal wholesalers; Wells Fargo Advisors selects head of independent advisor group; Jennison Associates announces senior hires; and more.
Retirement Industry People Moves
LCG Associates promotes former investment analyst; Hub selects new financial adviser; Advisor group adds two professionals through Securities America; and more.
Providing Guaranteed Income and Advisory Services Among Recommendations to Improve Retirement Security
Reducing debt and having a clear spend-down strategy were also among the four keys to facilitating financial security in retirement identified by EBRI's Retirement Security Research Center.
ProCourse Fiduciary Advisors Acquired by MJ Insurance
Doug Prince will continue to serve as CEO of ProCourse after the acquisition, with the entire team of 13 remaining in the Carmel, Indiana, location.
Retirement Industry People Moves
T. Rowe Price expands sales and consultant relations team; HUB hires retirement and private wealth CIO; WFAM to be rebranded as Allspring Global Investments; and more.
T. Rowe Price CEO Change Reflects Financial Industry Trends
During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.
Remembering Senator Enzi’s Work for Retirement Plans
He was instrumental in finalizing the provisions of the Pension Protection Act of 2006, and several items he pushed for made it into the SECURE Act.
Antitrust Concerns Scuttle Aon-Willis Merger Proposal
Despite winning regulatory approval of the combination from the European Commission, Aon and Willis Towers Watson have reached an impasse with the U.S. Department of Justice, says Aon CEO Greg Case.