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Also, Lincoln appoints Brian Kroll to head of retail life and annuity solutions.

Veteran Bernie Clark is moving into an advisory role as Jon Beatty is promoted to lead RIA custody services.

The head of the firm’s retirement group will move into an advisory position in July as part of a global restructuring started earlier this year.

Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; OneDigital adds Flach as senior consultant; and more.

AllianceBernstein expands plan options for retirement income portfolio; Goldman adds alternative asset lending program to independent advisers; Human Interest bolsters small plan business offerings; and more.

Winners were announced at the Industry Leader Awards dinner in New York along with recognition for top advisers and the launch of a new emerging leaders program.

Advisers may have to revisit their menu designs for small businesses, but compliance with this part of the rule is expected to be lighter than others.

PRI hires retirement plan executive; The Standard hires an AI lead; Broadridge names Kirkland to mutual fund regulatory team; and more. 

Firm cites enhanced technology and scale with final integration of 2022 recordkeeping platform acquisition. 

Broadridge adds 2 solutions to Salesforce AppExchange; CAPTRUST selects CAIS to centralize alternative investments; StratiFi announces strategic partnership with Altruist.

Separately, World Insurance Associates names Ken Bond chief corporate development officer leading M&A across units including Pensionmark’s retirement and wealth services.

He will succeed Mark Wetzel in the role and report to Sabrina Bailey, named CEO last year.

PCS Retirement hires head of corporate development; Principal names Bhatia asset management arm CEO; Voya adds two MEP-focused roles; and more.

Fanning will succeed Richard Napolitano effective May 1.

Aging Americans need guidance on some often-unexplored retirement challenges, Hearts & Wallets finds.

Goldman is shedding Marcus Invest accounts less than one year after exiting its personal finance management division; will keep Marcus savings accounts.

The much-anticipated fiduciary rule brings retirement plan advisement, one-time rollovers and annuity recommendations under ERISA.

Ascensus names Torgerson to lead; New York Life hires Nixon as head of group benefit solutions claim operations; Pettman joins TIFIN as chief revenue officer and president; and...

The Paris-based asset manager Amundi will cede its U.S. business to Victory in exchange for a 26.1% stake in the Texas-based firm.