Tag: Retirement Industry People Moves

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...

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...