Tag: asset management

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...

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...