Search results for: ceo of posit
Fidelity Names Abigail Johnson President
Abigail P. Johnson, the granddaughter of Fidelity’s founder, has been tasked with a broader role in running more businesses of the financial services firm.
FPA Taps Schadle as New Leader
Marvin W. Tuttle, Jr., executive director and chief executive of the Financial Planning Association (FPA), said he would step down on October 2.
Groups Urge Court to Give Judicial Deference to Plan Administrator
Industry groups are urging a federal appellate court to uphold a ruling for judicial deference to a plan administrator in interpreting a plan under ERISA.
Arnott Succeeds Hartstein as CEO of John Hancock Funds
John Hancock Funds announced Keith F. Hartstein’s retirement and Andrew G. Arnott as his replacement as president and chief executive.
Advisers Shouldn’t Have to Support ‘Exorbitant’ FINRA Salaries: NAPFA
The SEC is better suited to oversee independent advisers, the National Association of Personal Financial Advisors argues.
Chief Executives Shy About Social Media
Workers use it constantly, but CEOs around the world are reluctant users of social media.
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2012 PLANSPONSOR Retirement Plan Adviser Team of the Year
Graystone Consulting–Danvers, Massachusetts, takes a holistic approach to advising retirement plan clients. This involves a combination of plan management, investment management and participant services, says Matthew McLaughlin, senior...
NFP Chair and CEO Bibliowicz Announces Plans to Step Down
National Financial Partners Corp. (NFP), a provider of benefits, insurance and wealth management services, said Friday it had begun implementing a management succession plan.
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2012 PLANSPONSOR Retirement PLAN ADVISER of the Year Finalists
In the last issue of PLANADVISER, we highlighted some of the nation’s most successful retirement plan advisers in the listing of the PLANADVISER Top 100 Advisers. In this...
The Hartford Puts Retirement on the Block
The Hartford is pursuing the sale of, or other strategic alternatives, for its Retirement Plans business.
Institutional Investors Expect Increase in EM Equity Allocation
According to the Commonfund Investor Outlook Survey, institutional investor expectations for 2012 remain strong.
Lincoln Financial Names Chief Marketing Officer
Lincoln Financial Distributors (LFD) named Richard Aneser chief marketing officer.
Pyramis Makes Leadership Changes
Pyramis Global Advisors, a Fidelity Investments company, hired Mike Jones as its president and CEO.
CAPTRUST Continues Expansion
CAPTRUST has added four retirement industry veterans to its team of advisers and opened an office in Kansas City.
Suit Claims Delphi CEO Violated Fiduciary Duty With Tokio Buyout
The Pontiac General Employees Retirement System is suing Delphi Financial Group over its buyout of Tokio Marine.