Retirement Industry People Moves
OneDigital acquires Gouldin & McCarthy; Kingswood U.S. adds seven financial advisers; Mercer Advisors acquires Cordasco Financial Network; and more.
Learned Lessons and Market Musings From CIO Bob Doll
Retirement Industry People Moves
Financial Planning Association 2022 president announced; Northwestern Mutual appoints new managing director; Nationwide names retirement solutions distribution leader; and more.
Retirement Industry People Moves
John Hancock Investment Management names new managing director; Transamerica selects large market retirement sales leader; Hub International acquires retirement plan consulting firm; and more.
Retirement Industry People Moves
Hub International makes new acquisition; Carillon Tower Advisers names head of sustainable investing and corporate responsibility; K&L Gates adds employee benefits partner; and more.
An ESG Framework Here to Stay?
Retirement Industry People Moves
Hub International announces new acquisitions; Verus adds to its management committee; Cinctive Capital expands investment team; and more.
Institutional Investors Remain Confident Despite Renewed Volatility
They see plenty of growth potential in a market they say is driven and distorted by fiscal and monetary policies—a situation which could spell trouble for unprepared individual investors.
Sophisticated DC Plan Investors Increasingly Turn to Real Estate
Real estate is viewed as a cyclical asset class—specifically one that has been in a relative trough for several years and which can be expected to rebound and continue to grow over the next 10 to 15 years, including in the DC plan space.
Retirement Industry People Moves
Mercer Advisors announces new acquisition; Lincoln Financial Group names new chief officers; Smart appoints merger and acquisition director; and more.
Retirement Industry People Moves
Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes key promotions.
Retirement Industry People Moves
North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; Mesirow appoints managing director to oversee structured debt; and more.
Op-Ed: Modernizing Fixed Income in Plan Lineups: Addressing Four Key Challenges
Retirement Industry People Moves
Integrated Pension Services names new sales-focused managing director; WIPN announces 2022 board composition; Relational Gravity hires principal consultant; and more.
J.P. Morgan: Doing Well and Doing Good Are Compatible
Historically, investors tended to consider ESG factors either to increase risk-adjusted returns (doing well) or to achieve sustainable outcomes (doing good). A new analysis suggests there is no meaningful trade-off between the two when investing in public markets.
Retirement Industry People Moves
Wagner Law Group adds new attorney; NEPC hires former Aon executive as defined contribution solutions leader; HealthEquity completes acquisition of Further; and more.
Op-Ed: ERISA Prudence Demands Healthy ESG Skepticism
Retirement Industry People Moves
Alera Group hires COO of wealth and retirement plan services divisions; The Standard hires retirement plans regional sales rirector; AIG announces senior leadership changes; and more.
Could This Be a DOL ESG Framework That’s Here to Stay?
Retirement Industry People Moves
TIAA appoints chief brand and demand generation officer; BDO USA adds Lowery Asset Consulting; Morgan Stanley Investment Management bolsters sales leadership team; and more.