Tag: Retirement Industry People Moves

Segal Appoints New CEO The Segal Group Inc. appointed John DeMairo as president and CEO, effective January 1. DeMairo succeeds David Blumenstein, who now serves as chair...

The consultancy’s former principal and head of defined contribution solutions succeeds Bill Ryan, who departed on December 12.

AllianceBernstein has named Onur Erzan as president, a role that was previously held by CEO Seth Bernstein since 2017.

NFP promotes Adam Favale to head of M&A; Fiduciary Trust International taps new wealth director; Domain Money Advisors appoints new...

Zocks appoints AI education leader; Callodine Group hires head of intermediary distribution; NFP promotes Caleb Noel to chief financial officer;...

Among the new appointments joining the previously announced CEO and president are Mike Goss and Brad Long of Fiducient Advisors.

DPL names chief distribution officer; Wealth Consulting Group names chief financial officer; Christopher Gandy elected president of NAIFA; and more.

Mesirow appoints Nitay Laor as director of strategic growth and acquisitions; Wells Fargo taps Tim Froehlich as head of investment...

FIM Partners to Acquire Loomis Sayles Global EM Equities TeamAsset manager FIM Partners has agreed to acquire the global emerging markets equities investment team...

Perennial Financial Services names chief growth officer; NFP appoints national practice leaders for retirement and wealth; Financial Planning Standards Board...

Venable adds Jennifer Campbell to private wealth planning group; Lincoln Financial appoints John Morriss as EVP, CIO; FSI names Andrew...

Bluespring Wealth Partners adds 3 executives; Financial Planning Association appoints CEO; Envestnet names new CTO; and more.

Rothschild Wealth Partners names Sean Kelly as vice chair; Investment Company Institute elects new chair; Kestra Holdings expands its leadership team; and more.

Leon Capital adds Travis Pittman as managing partner of strategic investments; Sun Life picks Tom Murphy as president; World Insurance...

Cetera names community leader of RIA Blueprint; Ashton Thomas names Doug Hagan as CIO; NFP adds 2 benefits vice presidents;...

Fiduciary Trust hires a senior portfolio manager; Pallas Capital Advisors adds a new strategic adviser; Northern Trust appoints a new...

CapWealth taps Christopher Stevens as executive vice president; Access Holdings welcomes Sam Tidswell-Norrish as partner; Troutman Pepper’s Tax and Benefits...

FMG names Mark Casady as executive chairman; wealth adviser David LeMond joins Farther; Ashleigh Kester joins Voya as advisory services...

Pirrello to join DCIIA as COO in 2026; Vanguard taps Natalie Lamarque as chief legal officer; Connecticut governor appoints TRA’s...

Churchill hires Michael Foley as head of institutional and Bill Stout leads private market strategy at Vanguard.