Tag: asset management

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...

Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.

Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.

Asset Management hires emerging markets head; FuturePlan appoints divisional VP; KKR names chief investment strategist; and more.

PCIA acquires Cornerstone; Creative Planning adds Telarray Advisors; Heffernan Network acquires Kettering Rose; and more.

T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named...

Services include combining, monitoring, and advising wealth across investments, including workplace retirement plans.

Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up...

DCIIA votes in 2023 committee members; Aon adds personnel to pooled employer plan sales group; TIAA adds wealth distribution head;...

Cetera invests in $1.7B Kansas-based advisory; Atria snags two adviser practices from LPL; and more.

Lincoln Financial Group names Vince Garzarella VP; Northern Trust Asset Management names new presidents; Empower promotes Noble to general counsel;...