Tag: Hiring firing

State Street Global Advisors (SSgA), the investment management business of State Street Corporation, announced that Lynn Blake will assume the role of global head of Index Equity following...

Retirement plan consulting firm 401(k) Advisors said that Pamela Watson has joined its team as a plan consultant.

Transamerica Retirement Services has hired John Low as regional vice president in the company’s Central Region.

MassMutual’s Retirement Services Division has announced three executive appointments, including poaches from OneAmerica and The Principal.

Kelly Marshall has been appointed head of Investment Product Management at Putnam Investments.

Morgan Stanley Smith Barney’s Consulting Group has named Marc J. Brookman as director of Sales and Thomas Butler as head of Products and Platform Development.

The latest whitepaper from Charles Schwab Advisor Services tackles how registered investment advisers (RIAs) can recruit the growing number of advisers going independent.

Chris Van Aeken will head International Wealth Management Products and Services at Morgan Stanley Smith Barney, the company announced.

Wells Fargo & Co.’s Wealth Brokerage and Retirement Group saw increasing revenues driven by growth in asset-based fees and brokerage transactions, the firm said.

Lockton Financial Advisors and Lockton Investment Advisers said Glenn Able is joining the Lockton Dallas retirement team as vice president.

Morgan Stanley Smith Barney reported an influx of assets and advisers in the first quarter.

New York Life Investments has announced the launch of Stable Value Investments (SVI), a new unit that will create and distribute proprietary fixed-income money management solutions backed by...

Putnam Investments has announced two portfolio manager appointments.

Transamerica Retirement Services has hired Matthew Anderson as third-party administrator (TPA) development manager for the Central Region.

Transamerica Retirement Services has promoted Luke Szafranski to regional vice president in the company’s Central Region.

Transamerica Retirement Services has hired Michael Hammerschmidt as regional vice president for the Northeast Region.

Wirehouse firms still lead the market share in the wealth management industry, but independent and regional broker/dealers are catching up, a new report found.

Connie K. Weaver has joined TIAA-CREF as executive vice president, chief marketing and communications officer, the company announced.

Cheney L. Hunt III has been promoted to regional sales manager of the Midwest Region for John Hancock Retirement Plan Services (RPS), the company has announced.

MFS Investment Management has announced the appointment of Robert J. Manning to chairman of the company, effective July 1.