Deals and People | April 26th, 2024 Retirement Industry People Moves Voya Adds Two New MEP Roles; Congruent Creates Chief Revenue Officer Role; PCS Hires Kirtland to lead business development; and...
Products | March 21st, 2024 Product and Service Launches TIAA Distributes Annuity to Empower DC plans; HSA Bank launches emergency savings accounts; Navia partnership launches custom 401(k) plans; and...
Administration | March 21st, 2024 Empower Partners With Variety of Firms to Pair Guaranteed-Income Products With Advice Empower is working with asset managers and insurance companies to launch a new lineup of products to convert savings into...
Investing | March 7th, 2024 Product and Service Launches T. Rowe Price launches Social Security optimizer; IRI updates its retirement saving and income handbook; Just Futures launches ‘values-driven’ 401(k)s...
Deals and People | August 18th, 2023 Retirement Industry People Moves Newly formed Collective Retirement Solutions taps Bill Higgins as MD; Ocorian promotes French to head of financial crime; Voya’s Penland...
Data and Research | April 12th, 2023 Interest in Retaining Retiree Assets Has Grown, Highlighting Retirement Income There is an opportunity for asset managers to focus their distribution of retirement income products, as interest in keeping retired...
Deals and People | February 23rd, 2021 Two Private Equity Firms Will Purchase Wells Fargo Asset Management The deal means that GTCR and Reverence Capital will also acquire Wells Fargo Bank’s North American-based business of serving as...
Data and Research | December 2nd, 2020 Reducing the Number of External Asset Managers Could Cut Costs for Public Pensions However, researchers find that to maintain the best after-fee returns, pensions should carefully consider which managers to eliminate.
Deals and People | September 21st, 2018 Sources Say Invesco Will Buy OppenheimerFunds Oppenheimer is the 12th largest U.S. mutual fund family by assets.
Deals and People | October 13th, 2017 Retirement Industry People Moves LCG Associates hires Atlanta consultant; Capital Investment Companies announces collaboration; TRA announces leadership expansion; and more.