Tag: people moves

Wong was previously head of retirement platforms at J.P. Morgan Asset Management.

During Oros’ tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets...

The veteran of TIAA and Prudential started in the new role in December.

Kaduson will report to Heather Lavallee, CEO of Voya Financial.

In other news, the Institutional Retirement Income Council named Kreps of Groom Law as chair of its board of directors.

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent...

Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie get elevated roles at the $7 billion plan advisory focused on...

The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a...

The settlement, reached a little more than two months after he was fired, was about 15% of the total he...

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

Phil Witherington, president and CEO of Manulife Asia, has been named Gori’s successor.

Prominent plan adviser Jania Stout has left OneDigital to head Prime Capital’s retirement plan practice and financial wellness divisions.

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

Alicia Munnell founded the center 26 years ago and will remain a senior adviser; Andrew Eschtruth, deputy director, will step...

Stock analysts are watching for specific details of Dan Arnold’s dismissal while touting Rich Steinmeier’s business growth credentials.

The former head of product at T. Rowe Price will lead all major investment initiatives.

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

Oldfield was promoted from CFO to run the asset manager and will succeed Peter Harrison on November 8.

The former CFO will take the president role from CEO and chairman of the board Dan Houston, who will maintain...

Alight announced that Stephan Scholl will continue as CEO and director until a replacement is confirmed.