Retirement Industry People Moves
Insight Investment names portfolio strategist; Ascensus adds RVP to cover northern Texas region; QMA announces chief business officer; and more.
Wells Fargo and Principal Can Learn From John Hancock-New York Life Deal
The recently finalized acquisition of Wells Fargo’s Retirement and Trust business by Principal Financial Group calls to mind an earlier deal, inked by John Hancock and New York Life.
Retirement Industry People Moves
AIG Life and Retirement adds new CEOs; Northern Trust hires business development executive to lead private capital administration; CRI incorporates TPA services to company team; and more.
Principal Leader Talks About Benefits of Wells Fargo Acquisition
Principal is not only acquiring additional capabilities and scale, but an experienced and highly professional team, said Renee Schaaf.
Retirement Industry People Moves
CFA Institute Appoints First Woman CEO and President; Spectrum Investment Advisors Names Top Leadership Appointments; AIG Retirement Names Regional Consultant Relations VP; and more.
CAPTRUST Pushing Ahead with Wealth Management Acquisitions
Two newly announced acquisitions bring $2 billion in new client assets.
Retirement Industry People Moves
John Hancock Investment Management Adds Managing Director; Willis Towers Watson Promotes Team Heads; Custodia Financial Appoints Brad Campbell to Strategic Advisory Council; and more.
Principal Announces Incoming Wells Fargo Members to Leadership Teams
Joe Ready is taking a new role as head of Trust and chief fiduciary officer for Wells Fargo Wealth & Investment Management, and will remain connected to the integration of Principal and Wells Fargo Institutional Retirement & Trust, supporting client and employee transitions.
Retirement Industry People Moves
Business development manager joins Transamerica; TRA increases regional sales team with new hires; Morgan Stanley adds hires to financial solutions team; and more.
Retirement Industry People Moves
Transamerica promotes RVP to large-market sales director; Rea & Associates adds new plan audit services director; Ascensus acquires TPA firm for FuturePlan platform; and more.
Retirement Industry People Moves
Cohen & Steers adds global marketing head; Insight Investment hires leader of marketing in North America; and Transamerica brings in directors of client engagement and retirement strategy.
Retirement Industry People Moves
Voya Financial hires sales head for West Coat team; Lincoln Financial adds to RPS business with new members; MassMutual appoints DCIO sales leader; and more.
Retirement Industry People Moves
Aegon Asset Management Hires Distribution Head; TRA Acquires Virginia TPA Firm; American Century Investments Names Senior Retirement Strategist; and more.
Retirement Industry People Moves
HighTower Adds Leadership Hires to Corporate Team; Morgan Stanley Makes Series of New Hires; Morneau Shepell Acquires Mercer DB Administration Business; and more.
Senate Confirms Gordon Hartogensis as Director of PBGC
Family trust trustee with Senate connections named 16th director of pensions lifeboat.
Retirement Industry People Moves
Cerity Partners Connects with Karsten Advisors; Former NFL Player-Turned-Investment Adviser Joins PlanMember Financial Corp; Mutual of Omaha Retirement Services Expands Sales Team; and more.
Retirement Industry People Moves
Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; TRA adds regional sales consultant; and more.
Retirement Industry People Moves
Broadridge acquires custody assets from TD Ameritrade; The Standard promotes and hires industry consultants; Regional sales consultant joins TRA; and more.
Retirement Industry People Moves
The American College of Financial Services announces multiple hires and promotions; Northern Trust names foreign exchange sales head; MassMutual adds head of benefits practice; and more.
Principal Announces Acquisition of Wells Fargo Retirement Plans Business
Through this acquisition, Principal will double the size of its U.S. retirement business by the number of total recordkeeping assets, while bringing on institutional trust and custody offerings for the non-retirement market.