Deals & People
Retirement Advisory NFP Promotes Keeling to CIO
NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.
Deals & People
Deals & People
Deals & People
Deals & People
Products
Deals & People
Deals & People
Deals & People
Products
Deals & People
Client Service
Deals & People
Client Service
Deals & People
Deals & People
Deals & People
Products
Deals & People
Deals & People
Pitney Now Heading TIAA’s Lifetime Income Default Unit
Former institutional investments distribution lead Tim Pitney will now focus on lifetime income features as default options in defined contribution plans.
Retirement Industry People Moves
QMA Hires Head of
Global Distribution; LCG Associates Hires
Atlanta Consultant; Capital Investment Companies
Announces Collaboration.
Retirement Industry People Moves
SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni &
Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more.
Retirement Industry People Moves
Janus Henderson
Investors Hires Global Head of Fixed Income; FS Investments
Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.
Mesirow Financial Launches Level Compensation Platform
The firm will provide 3(21) and 3(28) services through a tech-focused solution.
Retirement Industry People Moves
Wilshire Partners With Vantage to Provide Fiduciary Services; T. Rowe Price Hires
Senior DC Strategist; MassMutual Hires Three New Regional Managing Directors; and more.
Retirement Industry People Moves
Cetera Expands
Retirement Business; Mercer Expands
Leadership in Detroit Office; OneAmerica Names West
Coast Relationship Executive.
Retirement Industry People Moves
Student Loan Genius
Names New CEO; Cammack Retirement Hires Consultant; Mercer Advisors to
Acquire Blue Moon Wealth Advisory; and more.
Tax-Exempt Retirement Plan Markets Could Use Help With Differing Needs
Health care plan sponsors deal with much M&A activity, and that is where Voya hopes to grow its business.
Retirement Industry People Moves
Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.
A Closer Look at How Americans Define Wealth
Some define it in monetary terms, and others as a state of well-being.
Retirement Industry People Moves
TRA Expands Mid-Atlantic Sales Consultant Team; Putnam Hires Consultant Relations Director; FinMason Collaborates with the Fintech Sandbox; and more.
Maintaining a Healthy Plan Involves Some Overlooked Factors
Plan sponsors need to take a closer look at the various components that determine the health of a plan in order to remain compliant with regulators and to ensure the retirement readiness of participants.
Retirement Industry People Moves
Cafaro Greenleaf
Expands Consultant Team; Beltz Ianni &
Associates Hires Veteran Financial Adviser; Guardian Financial Partners
Opens in Orange County; and more.
Retirement Industry People Moves
Betterment Expands Board of Advisors; Northern Trust Hires Two for Taft-Hartley Business; SSGA Names Head of
Americas Institutional Partnership Sales; and more.
Retirement Industry People Moves
Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.
FiduciaryVest Licenses InHub eRFP Technology
Both qualitative and quantitative responses will populate a proprietary, in-house digital database delivering more accessible and actionable data to the FiduciaryVest's consultants and analysts.
Retirement Industry People Moves
InTrust Fiduciary Joins CAPTRUST; Nuveen Expands DCIO
Business; Stadion Names Chief Business
Development Officer; and more.
Retirement Industry People Moves
Retirement Partner
Advisors Joins Resources Investment Advisors; Mason Expands Institutional Investment Practice; Willis Towers Watson Expands Manager Research Team; and more.