Tag: Retirement Industry People Moves

Beacon Pointe Advisors names new CEO; iPipeline appoints new chief revenue officer; Lenox Advisors hires new senior VP; and more.

Gimarelli joins Sowell as chief development officer; World Investment Advisors taps Sheftic as chief growth officer; AE Wealth appoints Larson...

Citi hires heads of multi-asset-class solutions, portfolio construction; Hub International appoints vice president, private client risk adviser; and more.

FINRA elects chair of its National Adjudicatory Council; Prosperity Life Group names its president of retail life and annuity; and...

The newly created role is intended to lead efforts to help advisers scale faster and operate more efficiently.

Pinnacle Associates appoints Amy Pastorino director of financial planning; Sowell Management promotes Daryl Seaton to CEO; and more.

Hess was previously the executive director of DCIIA’s Retirement Research Center.

The new executive will lead growth in Ubiquity Retirement + Savings’ small business retirement platform, with a focus on partnerships.

Kestra Financial names new head of advanced planning; OneDigital names 3 new leaders; MissionSquare adds 2 hires to managed accounts...

Former CIO Scott Duba was appointed president, and Will McGough is the new CIO.

He has spent more than 26 years with the organization in a variety of leadership roles.

Vontobel strengthens US consultant relations; Ascensus names new ABLE head; Marsh McLennan hires Bill Thompson for new leadership role; and...

Segal appoints new CEO; MissionSquare hires head of fixed income; Envestnet appoints chief marketing officer; and more.

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...