Tag: Investment Managers

The industry regulator provided areas of focus for the year ahead to member firms.

Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.

The market prognosticator said the predictions for 2023 were among his ‘worst years,’ after a widely predicted recession did not...

Market guru Bob Doll of Crossmark believes a mild recession is imminent due to the Fed’s continued monetary tightening to...

The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.

DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.

Voya expands distribution team; Ryan Financial Group joins Commonwealth; DigitalOcean names chief financial officer and more.

$5 billion multi-family office and investment firm Nordwand Capital launches in Pennsylvania; Millennium Trust names new CEO; Cetera bolsters business...

Credit Suisse Asset Management appoints head of product; Milliman expands Employee Benefits Administration sales team; Strategic Investment Group hires head...

Newfront adds senior vice president to retirement team; Mercer Advisors acquires Texas-based Mark D. Cunningham; Pure Financial Advisors adds new...

Principal Financial Group hires U.S. insurance solutions distribution leader; Prudential Financial announces leadership succession for U.S. and international businesses; NEPC expands...

FIS names president and CEO; Aon names fiduciary services practice leader; CAPTRUST adds Massachusetts-based Patriot Pension Advisors; and more.

SageView Advisory Group to acquire women-led Lakeview Wealth Management; Corebridge Financial hires president of retirement services; UBS hires seven in...

OneDigital acquires HealthWorks; Edelman Financial Engines acquires RIA Herrmann & Cooke; Hub announces two acquisitions; and more.

Katten names former SEC senior counsel as partner; OneDigital acquires KB Financial Companies; Marsh McLennan names president and CEO; and more.

Pontera appoints its first chief marketing officer; Pacific Life announces new head of defined contribution lifetime income; Dorsey & Whitney...

MetLife appoints director of institutional client group; eMoney announces leadership team additions; TIAA names head of research and thought leadership...

Allspring Global Investments hires U.S. distribution leader; Franklin Templeton hires U.S. institutional senior consulting adviser; Alger appoints head of distribution...

Triton Pacific Securities expands RIA focus; Millennium Trust names chief marketing officer; Commonwealth hires deputy general counsel and chief privacy...

J.P. Morgan Asset Management hires new head of retirement; Stadion’s two new hires to capitalize on growing interest in managed...