Search results for: ceo of posit

Creative Planning announces acquisition of Daniels + Tansey; Perigon Wealth Management welcomes Wealth Advisors Inc.; Advisers Medelberg and Koziatek join UBS.

The new CEO discusses what he sees in SageView’s opportunity to leverage the retirement and wealth convergence.

Leaders of organizations, both men and women, can design firms to better support female financial advisers, according to Carson Group’s annual survey.

Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.

Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting Group.

CAPTRUST adds Leddy as chief compliance officer; Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales officer; and more.

Experts discuss the ripple effect of the Department of Labor’s proposed fiduciary rule amendments.

The asset manager’s CEO noted the importance of the TDF in retirement savings and a recent ETF-driven series designed for IRAs. 

Pontera, Wealthspire expand 401(k) capabilities; Snappy Kraken marketing system now available for LPL Financial Advisors; Valley Bank partners with FusionIQ One digital advice platform.

The retirement industry is honing in on artificial intelligence uses—and potential misuses—in improving participant interaction.

Terminology intended to create system to communicate responsible investment practices accurately and consistently, according to CFA. 

Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.

Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.

Ted Pick will take the role in January, following James Gorman’s 13 year run.

The education debt management platform expands with ‘more inclusive solution’ available as one of its SECURE 2.0-based retirement options.

DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement sector an outlier both in number and size.

SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head of wealth client group; and more.

Vestwell names Rettig to board of directors; Star Mountain Capital adds DeAngelis as senior adviser; Club Vita appoints Gleed as head of U.S. business development.

MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.