Morgan Stanley Promotes Jed Finn to Head of Wealth Management
Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.
Tag: Investment Management
John Hancock, Voya Name New Investment Division Leads
Kristie Feinberg will take over as head of Manulife Investment Management in U.S., Europe, and John Hancock Investment Management; Barbara...
Ric Edelman Expects Living Past Age 100 to Force Major Savings Mindset Change
The expert suggested reevaluating the 60/40 portfolio and investing in exponential technology.
Edelman Financial Engines Announces Neil Gilfedder as CIO
Gilfedder received an internal promotion effective March 1, having been with the firm since 2014.
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A Collective Effort
Central office investment leaders talk through their process.
Capital Group and Morningstar Partner on New Target-Date Fund Service
Powered by Morningstar Investment Management, the personalized service is available through recordkeepers that currently have Morningstar’s Retirement Manager available on their platform.
Transamerica Launches Exchange Platform Featuring UBS RPM
Transamerica's program will be offered exclusively through UBS Financial Advisors.
Investment Product and Service Launches
Prudential Retirement launches digital managed advice platform; Northern Trust enters alliance with IHS Market; Broadridge Financial Solutions and Third Economy...
Investment Product and Service Launches
TD Ameritrade Expands Commission-Free ETF Trading Program, and Federated Investors Acquires Several PCA Equity Funds.
Investment Products and Services Launches
PGIM Renames Domestic Fund Platform and Alger Expands Focused Portfolios Suite.
Investor Type Sways Median Fee, Use of Active Management
Down from a high of 84% in 1996, twenty years later the majority of the assets owned by respondents, 69%, are still actively managed.