Capital One acquires wealth management software company; Millennium Trust names first chief growth officer; Principal Global Investors hires CEO for Principal Funds; and more.
BPAS names employees to sales roles; Texan Wealth Management firm joins CAPTRUST; Voya Retirement announces regional VP hires; and more.
Gramercy Funds hires global head of business development; Ascensus acquires retirement and benefits solution adviser; Private equity director joins Hirtle Callaghan; and more.
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.
Franklin Templeton Adds National DC Consultant; Schroders Grows West Coat Presence with Two Hires; Voya Hires Regional VP of Sales; and more.
The focus of the new company, ShareBuilder 401k, will be on expanding coverage among small companies, says the president of the company.
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.
Milliman adds regional manager for benefits sales; American Century Investments adds hires for Avantis Investors; RiskFirst builds NYC software development office; and more.
Insight Investment names portfolio strategist; Ascensus adds RVP to cover northern Texas region; QMA announces chief business officer; and more.
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.
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 is not only acquiring additional capabilities and scale, but an experienced and highly professional team, said Renee Schaaf.
CFA Institute Appoints First Woman CEO and President; Spectrum Investment Advisors Names Top Leadership Appointments; AIG Retirement Names Regional Consultant Relations VP; and more.
Two newly announced acquisitions bring $2 billion in new client assets.
John Hancock Investment Management Adds Managing Director; Willis Towers Watson Promotes Team Heads; Custodia Financial Appoints Brad Campbell to Strategic Advisory Council; and more.
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.
Business development manager joins Transamerica; TRA increases regional sales team with new hires; Morgan Stanley adds hires to financial solutions team; and more.
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.