Scott Herchenbach has been promoted to senior vice president, Retirement Plans Division, Mutual of Omaha announced.
Tag: Investment Managers
Sentinel Investments has appointed Charles R. (C.R.) Shaw as senior vice president, national marketing director.
Natixis Global Associates (NGA), the distribution arm of Natixis Global Asset Management, has announced an expansion of its initiatives in the retirement marketplace that targets the needs of financial advisers.
Nuveen Investments announced that David Levi has joined the firm as managing director for Global Business Development.
Franklin Templeton Investments recently added Matthew Beaulieu to its team of regional defined contribution investment-only (DCIO) specialists to cover the Western U.S. region.
Old Mutual Asset Management (OMAM) named Brian Carroll, Paul Williams, and Mark Bentley as heads of the Institutional, Non-US, and Retail distribution teams, respectively.
Amid the continuing industry debate over getting workers to retirement versus through retirement, John Hancock has extended its target-date portfolio glide path for another 20 years.
The typical adviser receives more than 100 e-mails, mailings,
wholesaler visits and internal sales desk calls every month from
product providers—and that’s just from the firms they work with,
according to Cogent Research.
Fidelity Investments has added resources to its ongoing effort to help investors better understand whether converting their retirement nest egg into a Roth IRA is the best move for them.
Memphis-based First Mercantile has named Grant Boucek as regional sales director for its new Mid-South region.
Altegris named Ken McGuire as COO to oversee the growth and development of APM Funds, the company’s flagship line of alternative investment products.
The ABA Retirement Funds Program has launched what it calls "an enhanced investment structure" for program participants.
Charles Schwab is rolling out eight new ETFs with expense ratios matching or lower than its competitors at Vanguard, State Street, and Barclays.
Gilbert Van Hassel was named as global chief executive of ING Investment Management, days after ING announced that the division will be spun off as a separate company.
As many investors are still underweight equities, the logical thing to do is rebalance back toward equities, said David Kelly, managing director, chief market strategist for J.P. Morgan Funds.
The American Funds Target Date Retirement series is making plans to add a new fund to the series.
Invesco Ltd. has entered into a definitive agreement to acquire Morgan Stanley’s retail asset management business, including Van Kampen Investments.
First Mercantile Trust Company, a member of the MassMutual Financial Group, has found a new CIO.
Envestnet has brought aboard James Patrick, former co-head of U.S. Distribution for Allianz Global Investors, to head Envestnet’s managed account program.
Putnam Investments has announced two senior appointments within its Global Distribution team.