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Consumers Worry That Income Isn’t Keeping Up With Inflation
While 39% of men believed their income had kept up with inflation in 2024, only 28% of women felt the same.
Hub Names EVP of US Employee Benefits and Retirement and Private Wealth
Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private wealth.
Retirement Industry People Moves – 4/4/25
Allspring Global Investments to get new CEO; Wellington Management names head of US wealth; WTW makes Health, Wealth & Career appointments; and more.
In the Rush to Hire AI Talent, Companies are Rushing Too Fast, Survey Finds
"Firms are competing for an ever-shrinking pool of skilled candidates when they should be investing in developing their own qualified talent," said General Assembly CEO Daniele Grassi.
Retirement Industry People Moves – 3/21/25
Neuberger Berman appoints consultant relations managing director; Morgan Stanley hires head of OCIO; Prudential gets head of distribution, voluntary and workplace benefits; and more.
Retirement Industry People Moves – 3/14/25
New CTO at Carson Group; Mesirow Wealth Management hires Gary Pattengale; Kristin McCarthy named head of product at PCS Retirement; and more.
SSGA Scraps Gender Diversity Efforts
State Street Global Advisors joins BlackRock, which recently scrapped its ‘aspirational workforce representation goals’ and will no longer require hiring managers to interview a diverse pool of candidates.
Retirement Industry People Moves – 2/14/25
The Standard names a regional vice president in retirement plans; Nationwide Retirement Solutions welcomes a consultant relations manager; Easterly Asset Management names an SVP of sales; Luma Financial...
Advisory M&A News – 2/11/25
Prime Capital Financial Expands in Southeast with Sugarloaf Wealth Management; CW Advisors Adds Two Boston-Area RIA Firms; Cetera Adds Teams From Equity Services and Raymond James; and more.
Retirement Industry People Moves – 2/7/25
Newfront Retirement Services adds associate vice presidents; CFP Board announces CEO Keller to retire in 2026; Focus Financial Partners names new CFO; Wagner Law Group welcomes a new...
KKR Names Kivett 1st Head of Defined Contribution
The veteran of TIAA and Prudential started in the new role in December.
Retirement Industry People Moves – 1/24/25
Nationwide’s president and COO announces retirement; Alera Group appoints a new director of retirement adviser services; T. Rowe Price hires an institutional business development executive; and more.
Retirement Industry People Moves – 1/17/25
JPMorganChase announces new responsibilities for senior leaders; NEPC names Contorno principal and head of DC vendor management; CG Financial Services Appoints Hiipakka as President and COO; and more.
OneDigital Acquires Nonprofit HR Solutions, Fueling Expansion
The acquisition is OneDigital’s first in the nonprofit sector.
Transamerica Introduces New Logo
The rebranding campaign is meant to highlight Transamerica’s commitment to middle-income Americans.
DCIIA Announces Executive Committee for 2025-2026
In other news, the Institutional Retirement Income Council named Kreps of Groom Law as chair of its board of directors.
Miller Starts CFP Board Chair Leadership
The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent integration of AI.
Retirement Plan Advisors Announces Staff Promotions
Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie get elevated roles at the $7 billion plan advisory focused on the public sector.
RIA Succession Planning Drops to New Low
DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories.
UnitedHealth Group Settles 401(k) Fund Complaint for $69 Million
If the agreement is approved, participants will receive payments after UnitedHealth did not replace underperforming Wells Fargo funds.