Tag: asset management

NFP names Greene president of benefits unit; CFP Board appoints Boersen as chair; Carter joins Sanctuary Wealth; and more.

KKR Income Opportunities Fund Q3 2023 investor recorded webinar now available; Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF;...

Ascensus and FuturePlan add regional and sector sales heads; EBRI taps Segal executive for board of directors; SEI asset management...

Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.

Principal promotes Branham to national retirement investment director; Spouting Rock hires chief client officer; Natixis bolsters retirement product sales; and...

Principal promotes Matos; Amundi names CIO; Eagle hires Pickering as head of high-yield municipal credit team; and more.

The Board, or its designee, will review the investment performance of each investment option and underlying investment fund at least...

Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANSPONSOR event.

Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales officer; CAPTRUST adds Leddy as chief compliance...

Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness...

BlackRock head of retirement named to IRI board; T. Rowe Price elects Donnelly as independent director; Global investment manager names...

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

Experts discussed the SEC’s new cybersecurity rules and the importance of having an action plan at PLANSPONSOR’s Cybersecurity livestream.

Workers from Generation Z say the cohort experiences higher financial stress than other generations, affecting their job performance, according to...

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...

Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private...

Spouting Rock Financial Partners debuted a new retirement-focused division.

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

Plan sponsors have increased their focus on delivering expanded benefits and employee financial wellness programs in defined contribution plans, according...