Tag: investment manager

Expanding its wealth solutions distribution business, Voya is seeking growth in new markets, including mid-market segments.

Ritholtz Wealth Management appoints president; Heffernan Financial Services acquires Osland Financial Group; Modera Wealth Management announces new additions and more.

IRI hires chief technology and innovation officer; Millennium Trust names new CEO; Eight-member wealth management team joins First Republic; and...

Northwestern Mutual adds to Pillar Financial Group; UBS hires Las Vegas financial adviser; Lincoln Financial Network hires two financial professionals;...

TIAA enters into definitive agreement to sell TIAA Bank; Voya Financial to acquire Benefitfocus; Heffernan Retirement Services acquires Investment Solutions...

Hilb Group acquires employee benefits firm Allegacy Benefit Solutions; NEPC expands real assets team with real estate industry veteran; Prudential...

Allianz Trade announces CEO leadership change; BNY Mellon Investor Solutions names head of responsible investing; DWS appoints Americas CEO; and...

UBS hires seven in California; Principal Financial Group changes name; Dechert expands its transactional capabilities with New York-based ERISA partner; and...

Lockton launches new people solutions practice; Groom Law Group expands health practice with new principal; Multnomah Group acquires Pacific Retirement...

Marsh McLennan names president and CEO; Lenox Advisors appoints SVP of finance and operations; Katten names former SEC senior counsel as...

Buck appoints U.S. regional market leaders; Pacific Life announces new head of defined contribution lifetime income; Dorsey & Whitney names...

Robeco appoints global head of sales and marketing; Franklin Templeton transitions 403(b) business to PCS Retirement's Aspire platform; eMoney announces...

Mercer Advisors acquires Jordan Financial Strategies; Putnam Investments names head of sustainability strategy; Alera Group Retirement Plan Services names national...

MetLife Investment Management to acquire Affirmative Investment Management; Commonwealth hires deputy general counsel and chief privacy officer; Millennium Trust names...

Mercer enhances global investments and retirement leadership; Calvert hires executive director of engagement; HUB names new chief compliance officer; and...

Schroders announces strategic changes to U.S. distribution team; Strategic Financial Solutions joins Commonwealth Financial Network; NexPoint distribution team makes four...

Nuveen hires new head of responsible investing strategy, Solutions; Macquarie Expands its Transition Management Franchise; Calvert Institutional Solutions Group Names...

Empower bolsters its brand with legacy name alignment; Pentegra combines with new Pinnacle Consulting Group; Strategic Investment Group adds to...

Mesirow strategic fixed income adds key specialist; Mercer appoints U.S. not-for-profit CIO; and Schroders appoints sustainability investment director.

Lincoln Financial Group names workplace solutions head; T. Rowe Price adds two senior executives to its institutional DC business; new...