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.
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.