Tag: wealth management

Fidelity names Palmer marketing director; SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; and more.

Haase joins small business retirement plan provider; Vestwell hires Farmakis; PGIM appoints Carlino to newly created role; and more  

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments...

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

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...

Plan sponsors whose workforce has access to Employee Stock Ownership Plans may accrue benefits of reduced worker turnover, research shows....

CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and...

While American Funds experienced inflows several firms saw net outflows from their funds in the quarter, according to Simfund.  

Fiducient names Sabrina Bailey as CEO successor to co-founder Bob DiMeo.

T. Rowe Price names new head of global distribution; Bank of America announces Korkow president of Omaha; Northern Trust appoints...

Salas O’Brien names director of benefits; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.

CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives;...

Mercer names Somers as investment director; new chief commercial officer at Alight Inc.; Voya selects leader for Midwest wealth solutions...

Samantha Davidson will arrive from Mercer to take the reins in July, as Noel O’Neill moves into a new investment...

Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.

New services will include combining, monitoring, and advising wealth across investments, including workplace retirement plans.

Alight’s expanded wellness programs allows employees’ families to join; ComplySci launches regulatory compliance guide for financial firms; Equitable adds volatility...

Virtus Appoints Head of DCIO; Bipartisan Policy Center hires new fellow; and more.

TIAA names Latini to new position as wealth distribution head; DCIIA votes in 2023 committee members; Pentegra appoints two vice...

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