News

Schwab Exec Discusses Future Initiatives

Dave Gray, a Charles Schwab executive tasked with shaping and managing client experience, tells PLANADVISER technology development and integration will be a top theme in 2016.

Retirement Industry People Moves

This week: a $2.9 billion team leaves Merrill Lynch for Raymond James; MassMutual’s newest acquisition; and a new COO for Global Retirement Partners (GRP), and more.