Search results for: ceo of posit
Vanguard Plans $900B Advice and Wealth Management Division
The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.
Trump Taps Fiserv CEO Frank Bisignano for Social Security Administration Commissioner
Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.
Carson Group President, Financial Planning Head Move On
Executive departures signal more reshuffling at the $38 billion advisory.
DPL, Offering Commission-Free Annuities, Gets $23M in Funding
The investors include the venture arm of annuity seller and recordkeeper TIAA.
Trump Picks SEC Alum to Chair Regulator
Paul Atkins, a digital assets advocate, has been designated the nominee to replace the outgoing Gary Gensler.
Prudential Promotes Global Investment Leader Sullivan to CEO
Charles Lowrey will remain chairman, with Andrew Sullivan running the insurer and asset manager and Jacques Chappuis taking over as CEO of PGIM.
Kevin Hassett Announced as Trump’s Pick to Head National Economic Council
Hassett is known in the retirement industry for a paper he co-authored that expressed support for creating something similar to the federal Thrift Savings Plan for private sector...
Moving Beyond SECURE 2.0
Retirement plan advisers discuss how they’re wrapping up 2024 with clients and preparing for the year ahead.
11 Republican AGs Sue BlackRock, State Street, Vanguard in ESG Case
The 11 states, led by Texas, allege the asset managers have been undercutting coal companies and driving up electricity prices.
Retirees Prioritize Community and Affordability in Post-Pandemic Housing Choices
Transamerica reveals the shifting priorities of retirees, with many relocating for family, finances or a fresh start.
Product and Service Launches – 11/27/24
Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Alera Group deploys TIFIN @Work’s AI-powered platform; Vanguard launches 2 ETFs.
Respondents Recommend Simplicity, Data Sharing for Saver’s Match
Retirement industry representatives, providers and academics weighed in on how to best implement a federal matching program for lower-income savers.
Retirement Industry People Moves – 11/15/24
Creative Planning acquires $550M RIA; AARP appoints Minter-Jordan new CEO; American Benefits Council promotes Johnson to president; and more.
Advocates Push for Financial Wellness Programs to Support Employees
By prioritizing their workers’ financial health, companies can foster a more engaged and productive workforce.
Sponsored by TIAA
Retirement Experts: A Better Way To Crack the Retirement Income Nut.
Guaranteed income sources can help retirees maximize Social Security benefits.
Sponsored by TIAA
Advisers Urged to Enter Health Plan Advising
Panelists highlighted concerns with major insurers’ fee practices and control over care pathways.
US Retirement Market Evolves Amid Growth, Challenges
A retirement data expert discusses the aging U.S. workforce, rising Social Security dependence and a retirement coverage gap affecting millions of Americans.
Principal’s Deanna Strable to Take Over as CEO in 2025
Strable, recently named president, will take the top job from Dan Houston, effective January 7.
Retirement Industry People Moves – 11/8/24
Jacques Chappius named president, CEO of PGIM; The Standard promotes Hall to retirement plans actuary role; Schroders taps a new Americas CEO from within; and more.
Cetera Financial CEO Antoniades to Retire, Replaced by Durbin
Mike Durbin, who left Fidelity Institutional to become head of Cetera’s parent organization, will now take over, while Antoniades will remain on Cetera’s board.