Tag: people moves

Kevin Crain, the former the head of retirement research at Bank of America, succeeds Michelle Richter-Gordon in the lead role...

Veteran Bernie Clark is moving into an advisory role as Jon Beatty is promoted to lead RIA custody services.

Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; OneDigital adds Flach as senior consultant; and more.

Separately, World Insurance Associates names Ken Bond chief corporate development officer leading M&A across units including Pensionmark’s retirement and wealth...

The retirement and tax-advantaged services provider follows recent restructuring with new retirement sales leads.

Fanning will succeed Richard Napolitano effective May 1.

He plans to depart at the end of 2024 after nearly 40 years with the firm.

David Bailin, who ran the investment office of Citi’s wealth division, is leaving May 15.

Trenton Hazen will bring retirement plan expertise to the advisory.

Alerus adds retirement sales consultant; Voya hires sales director; PSC retirement gets new CEO with PE deal; and more.

Williams will oversee Aptia’s benefits administration services book of business.

The business has been restructured under new CEO Wayne Park, including changes to the leadership team.

Executive Vice President Tim Gerend will take over the role next year.

Bhatia will replace 40-year Principal veteran Pat Halter in leading the firm’s asset management division.

2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial...

Amma Boateng will assume the role in January, replacing Tom Rampulla, who is retiring after 35 years at the firm.

Principal promotes Branham to national retirement investment director; Natixis bolsters retirement product sales; Voya hires Marchese to lead wealth solutions...

She will oversee HBCU investment strategy.

Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.

Joelson joins Savvy Advisors as founding principal wealth manager; Matos made CFO for workplace and retirement solutions at Principal; Northern...