Search results for: divis lab

A customer service call center provider finds Chime’s recently acquired Salt rewards program “accessible,” “sticky” for hourly employees.

An ETF product platform is expected to launch in 2025.

Cambridge Investment Research hires Robertson as senior director of retirement plans; FinServ adds Treichel, Rhoiney to board; Voya brings Mullaney onto board of directors; and more.

The rebrand of the retirement plan and wealth advisory division is meant to strengthen alignment with parent company World Insurance Associates.

Challengers of the rule that allows environmental, social and governance factors to be considered in investment decisions cited the overturning of Chevron.

New York Life Institutional taps Grieco to lead nonqualified compensation distribution; Nationwide appoints Rodriguez to lead institutional sales for retirement; OneDigital promotes Bailey to head Northeast; and more.

The Salt Lab team, led by benefits entrepreneur Jason Lee, and the firm’s offering will become a part of Chime.

The budget bill is unlikely to pass in its current form.

There is need for more education in areas including retirement planning from equity compensation plans, according to Morgan Stanley at Work research.

Sequoia Financial hires chief strategy and partnerships officer; TIAA names new head of consultant relations; The Standard taps regional vice president in retirement plans; and more.

William Huffman will take the CEO role for TIAA’s investment management division.

Separately, J.P. Morgan appoints Shayan Hussain as head of US Investment Specialists.

3(38) Investment Fiduciaries adds director of investments; Freedom Fiduciaries hires retirement plan consultant; Miller to lead AssuredPartners retirement services practice; and more.

The global engineering firm’s $5.1 billion retirement plan committee is sued for defaulting participants into managed accounts plaintiff alleges did not merit the fees.

Slavic401k announces new partnership with TriSpan; Commonwealth expands adviser access to alternative investments with iCapital; FusionIQ Partners with interactive Brokers Canada; and more.

Plaintiffs allege Sonoco’s plan committee did not regularly put out requests for proposal to recordkeepers to reduce plan fees for participants.

Hopkins elevated to chief wealth officer at WSFS; Abrdn CEO steps down as asset manager searches for a replacement; Principal taps a content head for retirement and income...

Kevin Crain, the former the head of retirement research at Bank of America, succeeds Michelle Richter-Gordon in the lead role for the council.  

The firm will add 800 plans and more than 165,000 participants to its leading ESOP position in the U.S.

While experts caution long-term investors from responding to election-season volatility, some market watchers see the potential for longer-term economic ramifications from voting in November.