Tag: Investment Managers

Mutual of Omaha Retirement Services announces new hire; CAPTRUST adds endowments and foundations director; PlanMember opens new financial center in Pittsburgh; and more.

The CFA Institute’s recent report examines leading trends and explores the future of work in the investment industry.

CapAcuity appoints new director of marketing, managing director; Mercer Advisors acquires Mallard Advisors; Empower bolsters its brand with legacy name alignment; and more.

Mercer appoints U.S. not-for-profit CIO; CAPTRUST expands Midwest presence with new acquisition; Schroders appoints sustainability investment director.

The Labor Department’s proposed amendment to a widely utilized prohibited transaction exemption is meant to ensure the exemption continues to protect plans, participants and beneficiaries.

Global Atlantic expands institutional business into Asia; new attorney joins The Wagner Law Group; Lincoln Financial Group names workplace solutions head; and more.

SageView appoints former Goldman director as COO; NEPC expands corporate consulting teams; Edelman Financial Engines appoints chief product and technology officer; and more.

Mercer Advisors acquires two firms; First Trust Capital Partners acquires direct indexing firm; New York Life appoints head of retail annuities; and more.

Carillon Tower Advisers to rebrand as Raymond James Investment Management; J.P. Morgan Asset Management hires senior investment specialist; GW&K announces changes to executive leadership; and more.

While the proposed private fund transparency rules don’t address the work of financial advisers as directly as some other outstanding proposals, they have the potential to shake up a growing sector of the financial markets.

SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints surety leader in Canada; and more.

The Consumer Federation of America and the Investment Adviser Association have different goals and objectives, but both organizations voice support for the SEC’s proposed climate disclosure regulations.

The Retirement Advantage hires veteran financial professional, while AssetMark will acquire Adhesion Wealth.

Mercer Advisors makes three acquisitions; retirement and wealth management firm kPlans joins SageView Advisory Group; Prudential hires a global head of digital products; and more.

Creative Planning acquires Ferris Capital; Envestnet strengthens its retirement solutions ecosystem with new acquisition; TIAA appoints chief institutional client officer; and more.

J.P. Morgan Asset Management hires new global head of broker relationship management; Mercer Appoints New West market wealth business leader; Two advisory teams managing nearly $400 million join Cetera; and more.