Tag: RIAs

LIMRA survey shows individual sales make up the vast bulk of the market.

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

Principal names Goosay managing director of global fixed income; Voya Financial Promotes Thompson; RPAG appoints head of business development; and...

Nationwide and MassMutual team up on advisory annuities; Integrity launches AI-driven tech for agents and clients; NewEdge debuts investment platform...

Voya expands workplace solutions team with Ritter, Bandani; new RIA Modern Wealth brings on two Goldman VPs; Drennan moves from...

The fiduciary consultant is offering consulting and education for plan sponsors and participants on integrating annuities into 401(k) plans.

Wealthspire Advisors names integration head; Lenox Advisors announces partner, managing partner promotions; Ziegler and Quagliarello join Franklin Templeton as client advisers.

SPARK Institute elects new governing board led by T. Rowe Price’s Collins; BPAS promotes Jason Disco to lead defined benefit...

Morningstar debuts personalized investment planning tool; eMoney Advisor has tax-planning solution incorporating SECURE 2.0 changes; Morgan Stanley Investment Management launches...

SageView adds to plan sponsor relationships team; MissionSquare Retirement hires head of consultant relations; Vestwell names regional VP for Midwestern...

Putnam launches ETFs series; Broadridge releases ESG disclosure, data and benchmarking tool; Lincoln adds digitally available life insurance product; and more.

Milestone Money starts retirement planning website; Transamerica launches life insurance policy with retirement income option; J.P. Morgan customers can now...