Search results for: ceo of posit

New CTO at Carson Group; Mesirow Wealth Management hires Gary Pattengale; Kristin McCarthy named head of product at PCS Retirement; and more.

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.

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...

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.

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...

The veteran of TIAA and Prudential started in the new role in December.

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.

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.

The acquisition is OneDigital’s first in the nonprofit sector.

The rebranding campaign is meant to highlight Transamerica’s commitment to middle-income Americans.

In other news, the Institutional Retirement Income Council named Kreps of Groom Law as chair of its board of directors.

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent integration of AI.

Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie get elevated roles at the $7 billion plan advisory focused on the public sector.

DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories.

If the agreement is approved, participants will receive payments after UnitedHealth did not replace underperforming Wells Fargo funds.

Franklin creates division, gives new roles to retirement leads; Borzi, Iwry, Kasiarz win EBRI’s lifetime achievement award; Beacon Pointe names retirement plan consultant; and more.

More sweeping provisions will become active in January.

This year's PLANADVISER 360 brought together advisers, thought leaders and plan providers. Below, we offer on-demand viewing of sessions including CEOs, top advisers, ERISA experts, policymakers and innovators.

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.