Tag: CEO

LPL analyst predictions hold true, as Interim CEO Steinmeier earns the top job less than one month after the firm’s...

President Rick Wurster will ascend to the CEO role in 2025 in footsteps of “industry giant,” while Bettinger will continue...

Executive Vice President Tim Gerend will take over the role next year.

Ted Pick will take the role in January, following James Gorman’s 13 year run.

Pat Tomlinson was promoted to president of the company’s HR consulting arm, with Martine Ferland preparing to step down in...

Fiducient brings on retirement and asset management veteran from the London Stock Exchange.

Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president...

Current CEO Larry Raffone will become chairman of the board while remaining a meaningful shareholder.

The CEO oversaw Morgan Stanley’s push into the wealth management space.

Mike Durbin given new CEO role with goal of ‘introducing adjacent capabilities and channels’ to Cetera’s adviser network.

October Three expects its plan approach and thought leadership to combine well with RLC’s educational resources and guidance for advisers.

Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.

Fairport, which has acquired four advisories since joining Hightower in 2017, promotes Logar to succeed Ken Coleman.

Retirement services head Rob Barnett say advisers, plan sponsors and Congress all need a better understanding of the DC investment...

Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...

CastleKeep names Mike Benevento partner; Snowden Lane Partners adds Eduardo Alvarez Andreu; Matt Berman named president at Foresters Financial; and...

Harrison will retire after 20 years at investing, insurance and retirement firm, replaced by insurance head Tingle.

Zach Buchwald arrives at Russell from BlackRock, while Invesco promotes Andrew Schlossberg from managing director role.

CEO Tim Armour will be replaced by Mike Gitlin in a wide-sweeping change at the top of one of the...

Empower names Waddell head of new individual investor division that includes Personal Capital; Pentegra names new CEO as Pinto retires;...