Deals & People July 15th, 2024 TPA-Advocate Group NIPA Names Next Board Members 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.
Deals & People June 3rd, 2024 Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the...
Deals & People May 21st, 2024 Institutional Retirement Income Council Names New Executive Director Kevin Crain, the former the head of retirement research at Bank of America, succeeds Michelle Richter-Gordon in the lead role...
Deals & People May 16th, 2024 Charles Schwab Names New Advisory Services Head Veteran Bernie Clark is moving into an advisory role as Jon Beatty is promoted to lead RIA custody services.
Deals & People May 1st, 2024 Transamerica Appoints Jamie Ohl to Lead Retirement and Insurance Solutions Separately, World Insurance Associates names Ken Bond chief corporate development officer leading M&A across units including Pensionmark’s retirement and wealth...
Deals & People May 1st, 2024 Ascensus Taps 3 Regional Sales Heads The retirement and tax-advantaged services provider follows recent restructuring with new retirement sales leads.
Deals & People April 24th, 2024 Advisor360 Names Mike Fanning CEO Fanning will succeed Richard Napolitano effective May 1.
Deals & People April 15th, 2024 Citi Global Wealth CIO Stepping Down David Bailin, who ran the investment office of Citi’s wealth division, is leaving May 15.
Deals & People March 12th, 2024 Nepsis Expands Retirement Plan Division With Retirement Plan Specialist Add Trenton Hazen will bring retirement plan expertise to the advisory.
Deals & People March 8th, 2024 Retirement Industry People Moves – 3/8/24 Alerus adds retirement sales consultant; Voya hires sales director; PSC retirement gets new CEO with PE deal; and more.
Deals & People March 5th, 2024 Aptia Announces Jeff Williams as US President Williams will oversee Aptia’s benefits administration services book of business.
Deals & People February 1st, 2024 John Hancock Retirement Announces Reorganization The business has been restructured under new CEO Wayne Park, including changes to the leadership team.
Deals & People January 25th, 2024 Northwestern Mutual CEO John Schlifske to Retire at End of ‘24 Executive Vice President Tim Gerend will take over the role next year.
Deals & People January 11th, 2024 Principal Asset Management Names Kamal Bhatia President, CEO Bhatia will replace 40-year Principal veteran Pat Halter in leading the firm’s asset management division.
Deals & People January 5th, 2024 Retirement Industry People Moves – 1/5/24 2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial...