Tag: Investment Managers

Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.

Stadion Names New Retirement Strategies CIO; Nationwide Names New Marketing Leader; Experienced ERISA Experts Join Steptoe & Johnson LLP; and more.

OneAmerica Expands Sales Team with Three Hires; Mesirow Board of Directors Member Appointed as CEO; LifeYield and SS&C Merge to Produce Adviser Solutions Suite; and more.

Giesting Financial Joins PCIA; BPAS Announces Presence in Cincinnati; EACH Enterprise and Chatham Partners Team Up for Provider Transitions; and more.

Past Wilshire Leader Rejoins Firm; Resources Investment Advisors Undergoes Rebranding; T. Rowe Price Retirement Hires Senior Sales Exec; and more.

Litigator Rejoins Reed Smith; Cerulli Integrates MMI Advisory Platform; LCG Associates Promotes Investment Analyst to Consultant; and more.

Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward...

TRA Hires Regional Sales Consultant; Heffernan Retirement Service Opens Seattle Office; Voya Retirement Adds SVP; and more.

Fidelity this week introduced what it is calling “self-indexed, zero expense ratio mutual funds” on the retail side of its business; the move may not directly touch retirement...

Mesirow Adds Managing Director to Core Fixed Income Management Team; Client Executive Joins Transamerica Western Region; Ascensus Acquires Continental Benefits and 401k Plus; and more.

Wilshire Adds Senior Investment Professionals; Ladenburg Thalmann Invests in Tax Automation Provider; Southern Maryland Insurance Joins The Hilb Group; and more.

According to Boston Consulting Group, among asset management products, passives were far and away the fastest growing category in 2017, with a record 25% increase in AUM over...

JHRPS Adds Divisional VPs; Stroock Brings Partners to New York and D.C. Offices; Northern Trust Grows Sales Team; and more.

Greg Hahn, founder and chief investment officer at Winthrop Capital Management, offers some timely analysis on the flattening of the yield curve and navigating a rising interest rate...

According to Fidelity, the enhanced managed account solution combines a personalized digital experience, discretionary investment management, ongoing support and access to a team of professional planning consultants.

Carillon Tower Advisers Adds Array of Sales Team Members; Kestra Financial Partners with Merrick Financial; Russell Investments Hires Regional Investment Consultants; and more.

Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division.

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and...

DCIO Head Joins Putnam; Jennison Associates Adds Consultant Relations Professionals; Sales Directors Join Lincoln Financial; and more.

DWC Adds Marketing Director Position; Account Executive Joins Voya; Hancock Whitney Chooses Envestnet for Broker-Dealer Lines; and more.