Tag: asset management

A Milken Institute financial markets director lays out the firm’s plan to improve diversity in asset management.

Firm announces new resource center, and leader, to work across DC plan and financial advisement.

Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's...

Bhatia will replace 40-year Principal veteran Pat Halter in leading the firm’s asset management division.

Institutional asset channels hits $30.9 trillion in 2023 as compared to $30 trillion for U.S. retail clients, according to a...

Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth...

Philippe Setbon will step into the Natixis job immediately, while Edward Maloney’s promotion at MFS will take effect in 2025.

Survey finds connection between digital experience ranking and client satisfaction and retention.

Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.

According to the regulator, Citi will not violate ERISA fiduciary duties by paying plan fees of diverse asset managers.

Another financial investment advisory can now bring clients’ “held-away” retirement saving accounts under management.

Shelly Nolfi and Holly Monday will join in the newly created positions of assistant vice president for client management and...

The retirement provider, which acquired Securian Financial’s $17 billion recordkeeping business last year, announced seven new features and products.

Newfront hires Sakata, Nelson to retirement services team; Bartlett joins Choreo as SVP of advisers; startup AdvisorCheck taps former RIA...

Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension...

Of the 18 retirement deals through the first half of 2023, 2 came from wealth advisories ‘dipping their toes’ in...

The uptick occurred even as assets under management fell for the first time since the 2008 financial crisis, according to...

NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.

The deal would boost Franklin’s defined contribution asset management to $90 billion in AUM, while Great-West, parent of Empower, will...

TIAA snags Kivett from Prudential for new 401(k) role; Voya expands workplace solutions team with Ritter, Bandani; new RIA Modern...