Scout Investment Advisors, a subsidiary of UMB Financial Corporation, has agreed to acquire Reams Asset Management Company, an investment management firm specializing in fixed-income products.
The Charles Schwab Corporation is paying $150 million in stocks and cash for Windward Investment Management, an exchange-traded fund (ETF)-focused investment advisory firm headquartered in Boston.
With the introduction of several new initiatives and a new VP, The Hartford Financial Services Group plans to grow their middle market business for 401(k) defined contribution and...
Wilmington Tryst has hired Carol Baldwin Moody as senior vice president and chief risk officer to head a newly centralized Enterprise Risk Management Division.
The Hartford is restructuring its Wealth Management unit, breaking it into four segments: global annuities, mutual funds, retirement plans, and individual life, under wealth management president David Levenson.
Ellyn McColgan, the former head of wealth management at Morgan Stanley, has joined the board of financial services firm Primerica Inc., according to a recent announcement.