Aon Consulting Worldwide, the global human capital consulting organization of Aon Corporation, appointed Matt Smith as senior vice president and leader of the defined contribution practice in the...
ING Group announced a reshuffling of its U.S. Wealth Management unit that, among other things, separates annuities from retirement services and includes the departure of the unit’s chief...
Citigroup Global Wealth Management combined its retirement units into one group, which its Managing Director Anne Greenwood said will be more focused on holistic planning and collaboration among...
The Depository Trust&Clearing Corporation (DTCC) said FolioDynamix, a provider of technology platforms and services to the managed accounts industry, has joined DTCC’s Managed Accounts Service.
Benefit Advisors Network, a national network of independent benefit advisory and consulting companies, has named Raleigh, North Carolina’s Progressive Benefit Solutions (PBS) as its newest member.
Fidelity Investments named Charles Goldman, former executive vice president and head of Schwab Institutional, as president of Institutional Platforms for Fidelity Institutional Products Group.
Sigma Planning Corporation (SPC) and FundQuest announced the launch of a new managed account platform for Sigma's national network of 500 investment adviser representatives.