Search results for: ceo of posit

Corebridge names Muderrisoglu head of investor and ratings relations; TIAA promotes Houser to head of institutional sales; Tifin Amp’s founder Nair steps aside, Gagliano named CEO; and more.

The rebranding comes after acquisitions including the purchase of CVS’s Payflex, which brought more employer-based solutions to the trust and custody provider.

Iowa, Idaho, and Montana came out on top when it comes to accessibility to workplace 401(k)s, according to analysis from the Economic Innovation Group.

Cetera seals Securian deal with 91% retention; Sequoia adds wealth manager with practice area focused on clients with special needs; UBS snags $640M Ohio-based wealth manager; and more.

Founder Long to take chairman role as John Longley, former SVB private wealth head, becomes CEO.

Newfront hires Sakata, Nelson to retirement services team; Bartlett joins Choreo as SVP of advisers; startup AdvisorCheck taps former RIA head Tam for CEO; and more.

Sabrina Bailey says she is going back to ‘true roots’ of shaping investing and retirement outcomes for end clients.

Ameriprise adds 3 teams worth total of $1.1B in client assets; Mercer Advisors Snags Texas-based $680M wealth advisory; Cetera adds father-daughter-led RIA; and more.

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its new asset and wealth business line; and more.

Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension risk transfer growth.

AdvicePay names Suaickie CEO as Moore shifts to board; Plan Sponsor University brings on Kelleher as consultant; Ascensus names retirement sales regional VPs; and more.

Schwab will offer increased services in nonqualified deferred compensation and defined benefit plans, highlighting a push toward large retirement plan sponsors.

Advisers also turned to personalized options such as direct indexing to stand out for clients. 

High interest rates, inflation and uncertainty are depressing RIA dealmaking.

The network started by Retirement Clearinghouse has many of the largest recordkeepers signed up to coordinate on retirement plan portability. Here’s how it works.

SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; CalPERS names Teykaerts executive director, replacing Selenski; and more.

Fiducient brings on retirement and asset management veteran from the London Stock Exchange.

Hub expands in Southeast; Nava acquires benefits consultancy; Cerity adds wealth managers focused on women-owned businesses; and more.

The head of a retirement plan advice and managed account provider discusses the ‘race to the participant’ and why some advisers aren’t even at the starting line.