Tag: Retirement Industry People Moves

Mercer rearranges senior investment leadership; Glenmede appoints a New York regional director; Nationwide taps head of annuity business development; and...

Dan Morrison, previously at Empower, has more than 25 years of experience.

Finseca elects Prudential’s Moira Buckley as secretary, future board chair; GW&K names 3 new partners; Voya hires Bill Whittington to...

Todd Lacey joins a retirement plan services division led by a former colleague from Transamerica.

Cresset names executive managing director, institutional consulting; Republic Capital Group appoints chief compliance officer; Oppenheimer names head of debt private...

Blackstone announces leadership appointments in private wealth division; Lenox Advisors announces partner promotions; Northern Trust Wealth Management adds global head...

GW&K promotes Michael Clare to president; Jason Levy promoted to head of retirement policy at Great Gray; Hashdex appoints Mick...

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.