Search results for: ceo of posit

In its annual report, the SEC auditor warned of litigation related to current and future rules; separately, the ASA called on SEC Chair Gensler to step down.

Retirement plan advisers weigh in on post-election market impacts, retirement strategies and the overall economic outlook.

Principal launches TDFs with ARS in-plan annuity option; Capital Group, KKR debut public-private fixed-income funds; North American and AMS introduce annuity series; and more.

DPL Financial Partners, which works in commission-free annuities, released a survey of RIAs and broker/dealers regarding the DOL’s stalled fiduciary rule.

The financial wellness provider will integrate OfColor’s platform aimed to help workers of color.

OneAmerica announces new president of employee benefits; Nationwide names a new head of its annuity business; Pentegra adds a new member to its executive team; and more.

T. Rowe hires for new role as head of insurance; Janney promotes Galvin to Midwest regional director; Simpson Thacher hires new executive compensation and employee benefits partner; and...

The partnership comes after the company formerly known as Pensionmark acquired a $3.5 billion Raymond James firm.

Allworth acquires $1.1B RIA; Robertson Stephens acquires CAFG Private Wealth; Cetera announces deal with Concourse Financial Group Securities.

ICI promotes Antoniewicz to chief economist; T. Rowe Price names Thomson head of new investment institute; Nationwide hires East Coast institutional sales head; and more.

Stock analysts are watching for specific details of Dan Arnold’s dismissal while touting Rich Steinmeier’s business growth credentials.

Dan Arnold is out effective immediately for statements made to employees that ran afoul of policy; Rich Steinmeier, chief growth officer, is stepping in as interim head.

President Rick Wurster will ascend to the CEO role in 2025 in footsteps of “industry giant,” while Bettinger will continue as executive co-chairman of the board of directors.

Commonwealth adds advisers at Aegis Consulting; Cerity Partners welcomes Touchdown Ventures; The Retirement Planning Group acquires Parrott Wealth Management; and more.

Altruist launches digital fixed-income trading for RIAs; BlackRock taps Vestmark for custom model portfolio partnership; and Alight adds firms offering mental health, fertility support to partner network.

Experts at a PLANADVISER webinar highlighted the effects of interest rate cuts on stable value and money market funds.

FinFit partners with Sunny Day Fund to add emergency savings accounts; Equitable enhances flagship retirement solution for K-12 educators; Munich Re launches longevity reinsurance product for US and...

Savvy adds financial advisers Martino and Moore; Ty J. Young Wealth Management acquires Amatulli and Associates Financial Services; Carson Group partners with YCharts in enterprise agreement; $2 billion...

OneDigital welcomes Andrea Madonna as benefits consultant in Florida; Bitzer, Cox Cuerington join Franklin Templeton; IRALogix taps Haas as CFO; and more.

Voya will add more than $60 billion in AUA and new capabilities, including employee stock ownership plans.