Tag: asset management

The firm named Billy Rogers as chief operating officer and Jodan Ledford as head of Institutional.

The former leader of TIAA’s Nuveen asset management division will start in the role on September 3.

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

Experts point out common points of confusion plan administrators and participants should watch out for in nonqualified deferred compensation plans.

The Paris-based asset manager Amundi will cede its U.S. business to Victory in exchange for a 26.1% stake in the...

The Broadridge Fund Brand 50 report shows the influence of brand on third-party fund selection.

Plan sponsors should articulate organizational objectives to derive optimal benefits from workplace financial wellness initiatives, say experts during a PLANSPONSOR...

The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the...

The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement...

Among those nearing retirement, 47% are as likely to use advisement services linked to their workplace plan as they are...

SEI signs on as trustee to Pictet collective investment trusts; Voya officially launches dual QDIA; and Standard Insurance Company bolsters...

A Milken Institute financial markets director lays out the firm’s plan to improve diversity in asset management.

Firm announces new resource center, and leader, to work across DC plan and financial advisement.

Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's...

Bhatia will replace 40-year Principal veteran Pat Halter in leading the firm’s asset management division.

Institutional asset channels hits $30.9 trillion in 2023 as compared to $30 trillion for U.S. retail clients, according to a...

Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth...

Philippe Setbon will step into the Natixis job immediately, while Edward Maloney’s promotion at MFS will take effect in 2025.

Survey finds connection between digital experience ranking and client satisfaction and retention.

Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.