Colony Enacts Mergers with Bridgewater Wealth and BWA; Multnomah Group Hires Former Investment Consultant; American Century Hires ETF Initiative Specialists; and more.
Tag: investment managers
John Hancock announces promotion in Taft-Hartley practice; The Segal Group acquires Touchstone Consulting; Ascensus adds DB consulting firm to roster of TPAs; and more.
BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.
State Street launches tool to deliver transparency in ESG investing; Vanguard releases latest fund to complement existing index and ETF offering; and Hartford Funds presents first NextShares fund.
Swerdlin & Company integrates Stadion Storyline; Vanguard offers first U.S. actively managed ETF suite; and AAM enters U.S. ETF market with new dividend funds; and more.
Vanguard increases fixed income fund roster of ETFs; BNP expands partnership with Janus Henderson to include U.S. services; First Trust announces ETF launches; and more.
Regional director for Qualified Retirement Plan Sales joins Pentegra; ABG to partner with Stadion for managed account retirement strategy; Provident to move into Ascensus’ retirement division; and more.
Franklin Templeton presents upcoming passive ETFs; CLS partners with five providers to launch ETF models; PFM acquires FCM assets to include stable value investments offering.
Mercer hires Principal of Client Management; AndCo employs retirement plan consultant to support fiduciary and plan governance; Consultant named ASPPA president; and more.
T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more.
Willis Towers Watson appoints head of Delegated Investment Solutions; Director of Fund Administration joins Triloma; Mercer hires two relationship managers in Milwaukee office; and more.
State Street Global Advisors launches new SPDR Portfolio ETFs; FS Investments introduces open-end mutual fund; Vanguard selects Wellington to manage global balanced funds; and more.
Mercer names partner in Minneapolis Health Business; Beltz Ianni & Associates hires retirement consultant; AXA names head of Retirement Plan Services; and more.
NYLIM names president of MainStay Funds; Mercer names principal for Minneapolis health business; Alight hires leader for Health & Wealth Solutions; and more.
FS Investments expands real estate investment efforts; Franklin Templeton hired ETF portfolio VP; DWC - The 401(k) Experts to merge with Hawkins Retirement; and more.
T. Rowe Price hires senior DC strategist; Lockton adds retirement consultant to Northeast Practice; Mercer offers student loan repayment benefit as part of wellness program; and more.
T. Rowe Price hires director of responsible investing, and Allianz names U.S. investment strategist.