Client Service April 1st, 2024 DEI Efforts Help Industry Serve Shifting Demographics, Client Needs Experts say diverse teams can help improve client service and business needs.
Deals & People March 15th, 2024 Retirement Industry People Moves – 3/15/24 Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO;...
Deals & People November 3rd, 2023 Retirement Industry People Moves – 11/3/23 T. Rowe Price elects Donnelly as independent director; Global investment manager names new COO; BlackRock head of retirement named to...
Deals & People October 27th, 2023 Retirement Industry People Moves – 10/27/23 NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as...
Deals & People October 10th, 2023 Retirement Industry People Moves – 10/6/23 PGIM Investments appoints Carlino as global head of alternative investments; Equitable Holdings names Bass head of investor relations; Pine joins...
Deals & People September 29th, 2023 Retirement Industry People Moves – 9/29/23 Thornburg names Zinkula new CEO as Brady exits; Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; and...
Deals & People September 22nd, 2023 Retirement Industry People Moves – 9/22/23 Toland leaves TIAA to start annuity consultancy; Jamie Hopkins moves to Bryn Mawr Trust as director of private wealth management;...
Client Service September 19th, 2023 Recruiting a New Generation of Advisers Junior advisers today may not fit the traditional mold, and firms should adapt to attract and retain talent, according to...
Deals & People September 15th, 2023 Retirement Industry People Moves Hopkins parts ways with Carson Group; CalPERS CIO Musicco will step down; Nuveen names Nelson global head of public product;...
Deals & People September 1st, 2023 Retirement Industry People Moves The Standard names new national retirement sales directors; Wescott joins NFP as a VP; Index Fund Advisors hires Higgins as...
Deals & People August 25th, 2023 Retirement Industry People Moves Early assumes role of chief strategy officer at Vestwell; Principal selects Dessouki as chief marketing officer; Puerto joins J.P. Morgan...
Deals & People August 17th, 2023 Voya Adds New Roles, Expanding Wealth Solutions Team Shelly Nolfi and Holly Monday will join in the newly created positions of assistant vice president for client management and...
Deals & People July 11th, 2023 Principal Bolsters Retirement Division With Leadership Hires Principal adds four industry leaders to support the growth of its U.S. retirement business.
Deals & People July 7th, 2023 Retirement Industry People Moves Segal appoints Tauzer to senior VP; Cerulli promotes O’Brien to director; Newton announces Brain as deputy CIO; and more.
Deals & People June 16th, 2023 Retirement Industry People Moves CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives;...
Deals & People April 28th, 2023 Retirement Industry People Moves Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.
Deals & People March 27th, 2023 John Hancock Names Former Personal Finance Exec to Lead Retirement Business Wayne Park is leaving American Century Investments to lead John Hancock's retirement plan and recordkeeper business.
Deals & People January 20th, 2023 Retirement Industry People Moves T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit...