Pioneer Investments has announced seven additions to its U.S. sales team, continuing the expansion of its sales force aimed at supporting the firm’s largest retail clients.
Putnam Investments hired Scott Sipple as head of Strategic Relationships, focused on communication with the asset management research platforms of major wealth management firms.
Clark Consulting, Inc., has announced executive promotions and hires designed to help the company improve services in the fields of executive benefits and strategic financing solutions, such as...
DWS Investments, the U.S. retail unit of Deutsche Bank’s global Asset Management division, has appointed Gregory Troccoli and Robert Kendall as directors.
Charles C. Cornelio, who most recently served as chief administrative officer of Lincoln Financial, has been named president of Lincoln’s Defined Contribution business, effective immediately.
Andy Sieg, head of Retirement & Philanthropic Services (RPS) at Bank of America Merrill Lynch, has made retirement leadership changes, including two promotions and one outside hire.
The California Institute of Technology has chosen TIAA-CREF to be the single administrative services provider for the Caltech Retirement Program, beginning January 1.
PIMCO announced that it hired Neel Kashkari, the former czar of the Troubled Asset Relief Program (TARP), as well as two portfolio managers from Franklin Templeton Investments.
Alabama is switching to a new 457 deferred compensation plan provider amid concerns about the previous provider and its relationship with the Alabama State Employees Association (ASEA).
An outgrowth of the firm RIA In A Box, the new firm Lexington Compliance aims to support registered investment advisers (RIAs) with management and review of compliance requirements.
Northern Trust's asset management arm, Northern Trust Global Investments (NTGI), has selected seven emerging and minority/women-owned broker/dealers for its list of preferred equity trading partners.
RiversEdge Advanced Retirement Solutions, an independent provider of defined contribution recordkeeping, consulting, and administrative services, has begun operations in Pittsburgh, Pennsylvania.