Tag: people moves

The 30-year industry veteran will lead Modern Wealth’s national mergers-and-acquisitions strategy.

Outgoing CEO Jay Shah will remain with EFE until year-end in an advisory capacity.

Selenski will focus on the Workers’ Wealth Lab, which analyzes wealth disparities in the U.S. retirement system and market and...

Good will assume his role on January 1, 2026, as outgoing CEO David Musto transitions to executive chairman.

Craig Hawley, the outgoing president, was promoted to lead Nationwide’s financial services division.

Current CEO Troy Hammond, founder of the firm, will step down at the end of the year.

Wong was previously head of retirement platforms at J.P. Morgan Asset Management.

During Oros’ tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets...

The veteran of TIAA and Prudential started in the new role in December.

Kaduson will report to Heather Lavallee, CEO of Voya Financial.

In other news, the Institutional Retirement Income Council named Kreps of Groom Law as chair of its board of directors.

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent...

Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie get elevated roles at the $7 billion plan advisory focused on...

The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a...

The settlement, reached a little more than two months after he was fired, was about 15% of the total he...

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

Phil Witherington, president and CEO of Manulife Asia, has been named Gori’s successor.

Prominent plan adviser Jania Stout has left OneDigital to head Prime Capital’s retirement plan practice and financial wellness divisions.

LPL analyst predictions hold true, as Interim CEO Steinmeier earns the top job less than one month after the firm’s...

Alicia Munnell founded the center 26 years ago and will remain a senior adviser; Andrew Eschtruth, deputy director, will step...