Tag: Investment Managers

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.

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.

PCS Retirement names new COO; Cohen & Steers appoints global real estate head to CIO; The Standard names TPA sales director; and more. 

Ameritas president succeeds former CEO and chair; Voya Retirement adds account exec to large market side; AIG Retirement appoints market management SVP; and more.

Transamerica adds regional VPs to large-and-mid-market retirement plans; Broadridge acquires content management and automation firm; Principal Global Investors selects managing director; and more.

Acadian appoints leader of global client group; Empower adds CIO for IT leadership; TRA acquires retirement consulting and administration firms; and more.

Woodbury Financial partner recruits advisers to Greensboro location; MassMutual selects workplace solutions leader; NAGDCA elects 2020 governing officers; and more.

American Century selects chief marketing officer; GW&K adds members to advisory team; Alight Solutions announces new partnerships EVP; and more.

Fidelity partners with Ethic to offer tailored portfolios; Global X launches cannabis ETF; SSGA rebrands ETFs to portfolio suite; and more.

Transamerica hires RVP for large-market team; former Wells Fargo advisers open RIA firm; and past PIMCO and Goldman Sachs exec joins Retiree, Inc.

John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm.