Advisers Giving Back: Teaching Financial Literacy
Retirement Industry People Moves
Capital One acquires wealth management software company; Millennium Trust names first chief growth officer; Principal Global Investors hires CEO for Principal Funds; and more.
Retirement Industry People Moves
BPAS names employees to sales roles; Texan Wealth Management firm joins CAPTRUST; Voya Retirement announces regional VP hires; and more.
Retirement Industry People Moves
Gramercy Funds hires global head of business development; Ascensus acquires retirement and benefits solution adviser; Private equity director joins Hirtle Callaghan; and more.
Retirement Industry People Moves
BPAS and F&M Trust link regional retirement plan businesses; Grant Thornton adds Advisory Services principal; Nuveen updates portfolio management group for two funds; and more.
Retirement Industry People Moves
Franklin Templeton Adds National DC Consultant; Schroders Grows West Coat Presence with Two Hires; Voya Hires Regional VP of Sales; and more.
Capital One’s All-ETF Digital 401(k) Business Goes Independent
The focus of the new company, ShareBuilder 401k, will be on expanding coverage among small companies, says the president of the company.
Retirement Industry People Moves
T. Rowe Price adds senior DC adviser strategist; GW&K introduces New VP for Global Equity; Eagle Asset Management names portfolio manager for active equity strategies; and more.
Retirement Industry People Moves
Milliman adds regional manager for benefits sales; American Century Investments adds hires for Avantis Investors; RiskFirst builds NYC software development office; and more.
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.