Search results for: ceo of posit

T. Rowe Price, a global investment management organization, announces three significant changes to its leadership.

One advisory firm doubts the wisdom of relying entirely on indexed products and portfolios.

Baby Boomers who work with advisers are better prepared for retirement, a survey finds.

Significant retirement industry attention is fixed on the potential negative implications of a stronger fiduciary standard, but some advisers are actually looking forward to the new rulemaking.

Corporate Insight analysts tell PLANADVISER the recently announced deal between LearnVest and Northwestern Mutual could be the start of a financial industry “technology feeding frenzy.”

“QLACs can help ensure sufficient income later in life as Americans anticipate longer, healthier retirement years,” says Kelli Hueler, CEO Hueler Companies.

CAPTRUST and Pensionmark Retirement Group will create a new entity intended to be the industry’s premier platform for retirement plan advisers.

Adding a financial wellness program can cut plan costs and reduce a plan sponsors’ fiduciary risk. 

Charles C. Cornelio is retiring as president of retirement plan services at Lincoln Financial Group, a position he has held since 2009.

Chicago-based registered investment adviser Legal & General Investment Management America, Inc. announced Robert J. Moore will be the firm's next chief executive officer.

With plans for a new exchange-traded fund platform branded under New York Life’s MainStay Investments business, one investment solutions provider says it’s time to double down on ETF...

Annette Guarisco Fildes has been appointed CEO of the ERISA Industry Committee (ERIC).

Learning about fiduciary best practices can help financial advisers build client trust and raise assets, according to a survey by fi360.

A new career planning website from the CFP Board is designed to support both employers and job seekers in the financial advisory industry.

Acquisition of New York Life’s RPS business accelerates John Hancock’s expansion into the mid-case and large-case retirement plan markets.