Cohen & Buckmann adds counsel to Employee Benefits & ERISA practice; Penn Mutual hires portfolio managers for balanced income strategy; and retirement services leader of Millennium Trust retires.
Wilshire Consulting president resigns and announces successor; The Standard names government and regulatory affairs director; DCIIA unveils founding members and pillars for RRC; and more.
Former Pentegra SVP launches expert firm focused on group retirement plans; Barber rejoins Franklin Templeton to head municipal bond team; Schwab to acquired fixed income separate accounts manager; and more.
TRA brings back former sales rep; Alan Biller and Associates announces new CEO; National sales director joins Aspire; and more.
With the acquisition, Franklin Templeton will preserve the autonomy of Legg Mason’s affiliates, ensuring that their investment philosophies, processes and brands remain unchanged.
Voya Retirement adds sales VP to Atlanta and South Carolina region; Thompson Hine LLP hires attorney to EBEC practice; HealthSavings appoints senior sales VP; and more.
Broadridge Board of directors appoints president; Alliance for Lifetime Income announces new institute; Senior counsel joins HBL legal team; and more.
Miracle Mile Advisors hires investment expert; Empower Retirement selects asset management SVP and head; Employee benefits partner joins Dechert LLP; and more.
Acadian hires global equity research director; Maryland-based firm joins TRA; and Creative Planning acquires RIA firm.
Cerity Partners merges with wealth management firm; Prime Capital names Qualified Plan Advisors leader; MassMutual hires worksite distribution head; and more.
“We think 2020 will be another year of slow growth—durable enough to avoid recession but disappointing to those looking for improvement,” says Bob Browne at Northern Trust.
Sales SVP joins Allianz Life; Transamerica adds RVPs to mid-market retirement plans; Academic consultant to support American Century ETF platform; and more.
Transamerica makes executive appointments; T. Rowe Price adds senior sales executives; the Segal Group hires senior vice president; and more.
MassMutual announces multiple hires and appointments; Charles Schwab names former TD Ameritrade president as SVP; Hamilton Capital selects retirement plans director; and more.
Cetera Financial Promotes Former President to CEO; Dimensional Fund Advisors Selects COO; Transamerica Makes Sales Consultant to Retirement VP; and more.
Mercer Global Advisors acquires California Wealth Management firm; Schroders adds changes to senior leadership team; RVPs join Ameritas retirement plan division; and more.
Aegon Asset Management names EM debt leader; a new chief marketing officer joins Jennison Associates; Gallagher appoints a consultant to retirement plan leader; and more.
MassMutual hires managing directors for DC retirement plans; Cohen & Steers appoints Sony Music VP to board of directors; FTJ Retirement Advisors partners with retirement planning marketplace company; and more.
Fee compression hit recordkeepers first, then asset managers. Advisers are next, experts agree, but they can learn some important lessons from their service provider partners.