Retirement Industry People Moves
Investment Adviser Association enters partnership with ACA; Hub acquires Millennium Advisory Services; Dechert hires employee benefits and executive compensation partner; and more.
Morningstar to Launch Model Portfolio Star Ratings in Q4
Additionally, the firm has pledged to double the qualitative and forward-looking Morningstar Analyst Rating coverage of model portfolios by the end of 2021.
Retirement Industry People Moves
Johnson Financial joins Farpointe; EdgeCo selects new SVP; Lincoln Financial Group announces executive leader succession plans; and more.
Retirement Industry People Moves
Rebalance hires retirement services director; Cuna Mutual Group selects new leadership; and TRA adds regional sales consultant.
A Q&A With QMA’s David Blanchett
Retirement Industry People Moves
QPA hires managed account services director; Lightyear selects new senior adviser; NFP Acquires FBG; and more.
Retirement Industry People Moves
Mutual of Omaha retirement services hires internal wholesalers; Wells Fargo Advisors selects head of independent advisor group; Jennison Associates announces senior hires; and more.
Retirement Industry People Moves
LCG Associates promotes former investment analyst; Hub selects new financial adviser; Advisor group adds two professionals through Securities America; and more.
Retirement Industry People Moves
T. Rowe Price expands sales and consultant relations team; HUB hires retirement and private wealth CIO; WFAM to be rebranded as Allspring Global Investments; and more.
T. Rowe Price CEO Change Reflects Financial Industry Trends
During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.
Retirement Industry People Moves
Dakota Wealth Management acquires Persimmon Capital Management; Evercore Wealth Management selects new wealth and fiduciary adviser; ISIAH International partners with Hub International and Forest Capital Management; and more.
Retirement Industry People Moves
Neuberger Berman selects client adviser for institutional client group; Nuveen hires global head of client services; BPAS names new president and executive VP; and more.
Retirement Industry People Moves
Putnam Investments announces developments to GAA team; Virtus Investment Partners enters acquisition with Stone Harbor; distribution head joins OneAmerica Retirement Services; and more.
Retirement Industry People Moves
FuturePlan by Ascensus expands sales team; TRA acquires St. Louis-based firm; Goss Advisors appoints business development director; and more.
Retirement Industry People Moves
Luma hires annuities sales director; PBGC appoints new chief policy officer; OneAmerica selects RM leaders; and more.
Retirement Industry People Moves
Moneta hires first female CIO; Mesirow Board of Directors appoints new president; TRA hires Mid-Atlantic regional sales consultant; and more.
David Blanchett Named as QMA’s Head of Retirement Research
One of his top priorities will be to provide research to develop retirement income products for DC plans.
Retirement Industry People Moves
CIM hires director for credit research; State Street Global Advisers CIO announces retirement; John Hancock retirement selects CEO for retirement and recordkeeping business; and more.
Upcoming Webinar: DCIO Evolution
Join us TODAY at 2 p.m. EST as we discuss the past, present and future of the defined contribution investment only (DCIO) marketplace.
Retirement Industry People Moves
Voya Financial announces new hire for large corporate market business and Ascensus appoints new regional VP.