Search results for: ceo of posit

The Labor Department, Treasury and SEC are ordered to reexamine guidance around alternatives, including cryptocurrency in retirement plans to encourage wider adoption.

After 33 years at Mercer, Rich Nuzum will become head of OCIO at Franklin Templeton Investment Solutions, leading efforts to grow the company's outsourced CIO business.

The insurer’s annuity and asset management businesses will leverage Blackstone’s private credit origination platform to provide clients with diversified investment-grade assets.

Cetera Advisors names Richard Vogel as community leader; FTI hires Luke Shane; Dechert adds Robert Shapiro to DC office; and more.

According to a study from Empower Retirement, workers want the option to invest in private markets and believe doing so would ‘help level the playing field.’

Schwab grows institutional no-transaction fee fund offering; Interactive Brokers debuts IBKR InvestMentor; SS&C Technologies adds investment management services to Black Diamond Wealth Platform; and more.

According to two different surveys, employers must go beyond just providing access to AI and do more to train their employees.

Morningstar debuts features in Direct Advisory Suite; World Investment Advisors announces technology tools; MyVest partners with InvestSuite for custom model building; and more.

Jeff Hobbs, Voya IM’s head of insurance portfolio management, will succeed Stein as CIO of fixed income.

SBA names Andy Clonts as senior benefits consultant; Cheryl Morrison Deutsch joins 401GO as chief experience officer; Lincoln Financial hires three for retirement services team; and more.

The analysis finds that a 23% cut would require $138,000 in added savings to replace the lost income; a 19% benefit cut would require an individual retirement beneficiary...

In the newly created role, Liersch will focus on financial planning, advice and solutions.

CBIZ appoints Seth Goldblum to lead advisory services; Aidentified hires Dan Cavanaugh as head of wealth management; ADISA names new executive director; and more.

Apollo’s retirement services arm named Grant Kvalheim CEO and elevated Mike Downing and Sean Brennan to co-presidents of Athene USA.

Partners Group hires chief investment strategist for private wealth and retirement; Chris LeClair Returns to Securian Financial; Shari Hensrud will lead investment strategies at MissionSquare; and more.

Mike Wunderli joins CAPTRUST from boutique investment bank Echelon Partners.

TIAA expands its retirement product team; Mutual of America names a CFO; FINRA appoints a new public governor; and more.

Included in House Republicans’ policy package are investment accounts promoting financial security for American children.

TIAA promotes Hester to chief legal officer; Franklin Templeton appoints head of custom client solutions; Aon names a chief strategy officer; and more.

Fiserv announced that Michael Lyons will replace Bisignano as the company’s CEO.