Tag: people moves

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.

Deana Calvelli will report to Joel Shapiro, head of retirement at Aon’s NFP.

Plan adviser Wendy Eldridge joins from Marcum Wealth to connect wealth and retirement plan practices.

The firm named Billy Rogers as chief operating officer and Jodan Ledford as head of Institutional.

Jason Roberts’ ERISA legal practice aims to represent the broader footprint of its services while also bringing on Matthew Eickman...

The institute taps five 2024-2025 board officers.

The former leader of TIAA’s Nuveen asset management division will start in the role on September 3.

Emily Bailey will oversee the New York to Maine region with an eye to build on the team’s roughly 400-person footprint.