Tag: Retirement Industry People Moves

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...

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...