Search results for: ceo of posit

DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories.

If the agreement is approved, participants will receive payments after UnitedHealth did not replace underperforming Wells Fargo funds.

Franklin creates division, gives new roles to retirement leads; Borzi, Iwry, Kasiarz win EBRI’s lifetime achievement award; Beacon Pointe names retirement plan consultant; and more.

More sweeping provisions will become active in January.

This year's PLANADVISER 360 brought together advisers, thought leaders and plan providers. Below, we offer on-demand viewing of sessions including CEOs, top advisers, ERISA experts, policymakers and innovators.

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.

Executive departures signal more reshuffling at the $38 billion advisory.

The investors include the venture arm of annuity seller and recordkeeper TIAA.

Paul Atkins, a digital assets advocate, has been designated the nominee to replace the outgoing Gary Gensler.

Charles Lowrey will remain chairman, with Andrew Sullivan running the insurer and asset manager and Jacques Chappuis taking over as CEO of PGIM.

Hassett is known in the retirement industry for a paper he co-authored that expressed support for creating something similar to the federal Thrift Savings Plan for private sector...

The 11 states, led by Texas, allege the asset managers have been undercutting coal companies and driving up electricity prices.

Transamerica reveals the shifting priorities of retirees, with many relocating for family, finances or a fresh start.

Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Alera Group deploys TIFIN @Work’s AI-powered platform; Vanguard launches 2 ETFs.

Retirement industry representatives, providers and academics weighed in on how to best implement a federal matching program for lower-income savers.

Creative Planning acquires $550M RIA; AARP appoints Minter-Jordan new CEO; American Benefits Council promotes Johnson to president; and more.

By prioritizing their workers’ financial health, companies can foster a more engaged and productive workforce.