TIAA Goes Outside the Firm to Fill New Role
New EVP Melissa Kivett arrives from Prudential to help TIAA increase focus on the corporate retirement market.
Deals and People
October Three Consulting Is Growing by Acquisition
Purchase of Retirement Learning Center expected to add educational resources and guidance for plan advisers.
Retirement Industry People Moves
Millennium Trust announces new chief financial officer; Transamerica names customer experience and marketing lead; and more.
GSAM Promotes Tavares to Head of Multi-Asset Solutions Advisory
Goldman Sachs Asset Management plans to focus resources on the multi-asset solutions business.
Former Wilmington Trust CIT Division Rebranded as Great Gray Trust
After acquiring the Wilmington Trust CIT division from M&T Bank, new owners Madison Dearborn Partners opt for rebrand.
Pensionmark Hires Curley to Oversee Compliance
A former RIA founder, Curley will manage global financial services strategy.
Benefits |
USI Consulting Brings on DB Pension Exit Experts
The retirement consultancy brings on actuarial expertise with acquisition of Hooker & Holcombe.
Retirement Industry People Moves
Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.
Retirement Industry People Moves
Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.
Thiele to Chair American Benefits Council’s Policy Board of Directors
The employer advocacy and policy group has selected Microsoft VP Fred Thiele to replace Tracy Watts as the policy board’s chair.
Retirement Industry People Moves
Rugel joins MassMutual as head of operations; BNP Paribas promotes José Placido to CEO and Jean-Yves Fillion to vice chairman; and more.
Financial Wellness Platforms FinFit, Salary Finance Announce Merger
The two companies will operate under the FinFit brand to provide wellness benefits to a wider range of employers.
Retirement Industry People Moves
Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner; and more.
Mercer’s Barb Marder Will Replace Lori Lucas as EBRI CEO
EBRI announced its new CEO and president, Barb Marder, and emphasized the importance of data usability.
Retirement Industry People Moves
UBS Asset Management Appoints Shamaila Khan as Head of Fixed Income for Emerging Markets and Asia Pacific UBS Asset Management announced that Shamaila Khan will join the firm as...
John Hancock Names Park to Head US Retirement Business
The new CEO arrives from American Century Investments to replace Sue Reibel, who retired at the end of 2022.
PGIM Investments Hires Harris as New Managing Director
The global asset management business of Prudential Financial hired an industry veteran to grow its institutional relationship group.
Edelman Financial Engines Promotes Gilfedder to CIO
The financial planning company is fulfilling its succession plan with the internal hire.
Retirement Industry People Moves
Franklin Templeton appoints Dean R. Sackett III to managing director of government affairs; Hall Benefits Law adds Alex Bruckner; National Association of Investment Companies announces Felina Martin as...
Retirement Industry People Moves
Wealthspire Advisors names integration head; Lenox Advisors announces partner, managing partner promotions; Ziegler and Quagliarello join Franklin Templeton as client advisers.