Deals & People November 18th, 2024 Manulife President, CEO Roy Gori to Retire in May 2025 Phil Witherington, president and CEO of Manulife Asia, has been named Gori’s successor.
Deals & People November 1st, 2024 Stout Joins Prime Capital as National Retirement Practice Leader Prominent plan adviser Jania Stout has left OneDigital to head Prime Capital’s retirement plan practice and financial wellness divisions.
Deals & People October 22nd, 2024 Steinmeier Named LPL’s CEO, Replacing Ousted Arnold LPL analyst predictions hold true, as Interim CEO Steinmeier earns the top job less than one month after the firm’s...
Deals & People October 10th, 2024 Munnell to Step Down as Head of BC Retirement Research Center Alicia Munnell founded the center 26 years ago and will remain a senior adviser; Andrew Eschtruth, deputy director, will step...
Deals & People October 3rd, 2024 LPL’s Arnold Has Settlement Chance as Steinmeier Called Worthy Successor Stock analysts are watching for specific details of Dan Arnold’s dismissal while touting Rich Steinmeier’s business growth credentials.
Deals & People October 1st, 2024 Cheri Belski Joins LPL Financial as Head of Investment Solutions The former head of product at T. Rowe Price will lead all major investment initiatives.
Deals & People October 1st, 2024 Charles Schwab CEO Walt Bettinger to Retire President Rick Wurster will ascend to the CEO role in 2025 in footsteps of “industry giant,” while Bettinger will continue...
Deals & People September 10th, 2024 Schroders Announces Richard Oldfield as Group Chief Executive Oldfield was promoted from CFO to run the asset manager and will succeed Peter Harrison on November 8.
Deals & People August 21st, 2024 Principal Promotes Strable to President, COO The former CFO will take the president role from CEO and chairman of the board Dan Houston, who will maintain...
Deals & People August 7th, 2024 Alight CEO Plans to Step Down After Firm Appoints Successor Alight announced that Stephan Scholl will continue as CEO and director until a replacement is confirmed.
Deals & People August 6th, 2024 NFP Hires Adviser Calvelli to Retirement Group Deana Calvelli will report to Joel Shapiro, head of retirement at Aon’s NFP.
Deals & People July 31st, 2024 Wealth Manager Carnegie Bolsters Qualified Retirement Plan Team Plan adviser Wendy Eldridge joins from Marcum Wealth to connect wealth and retirement plan practices.
Deals & People July 17th, 2024 Thornburg Investment Management Announces 2 Leadership Additions The firm named Billy Rogers as chief operating officer and Jodan Ledford as head of Institutional.
Deals & People July 16th, 2024 Retirement Law Group Rebrands as Fiduciary Law Center Jason Roberts’ ERISA legal practice aims to represent the broader footprint of its services while also bringing on Matthew Eickman...
Deals & People July 15th, 2024 TPA-Advocate Group NIPA Names Next Officers The institute taps five 2024-2025 board officers.
Deals & People July 2nd, 2024 BNY Taps Minaya as Global Wealth Head The former leader of TIAA’s Nuveen asset management division will start in the role on September 3.
Deals & People June 27th, 2024 OneDigital Promotes Bailey to Grow Northeast Emily Bailey will oversee the New York to Maine region with an eye to build on the team’s roughly 400-person footprint.
Deals & People June 17th, 2024 Taking a ‘Startup’ Job at a Legacy Insurer Ben Thomason discusses why working in the in-plan guaranteed income space is akin to roles he’s held at startups.
Deals & People June 13th, 2024 Nuveen CEO Minaya Steps Down, President Huffman Takes Role William Huffman will take the CEO role for TIAA’s investment management division.
Deals & People June 4th, 2024 Ascensus Restructures Sales Team The tax-advantaged savings provider continues retirement division restructurings.