Tag: investment management

Mercer parent Marsh McLennan acquires Cardano to expand retirement business across the Atlantic.

Shah, who until January was running Empower’s consumer wealth management division, will head EFE as current CEO Larry Raffone takes...

Great-West, parent of Empower, will shed its asset management division but gain a 6.2% stake in Franklin.

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

The financial planning company is fulfilling its succession plan with the internal hire.

The exchange is primarily geared toward small and midsized businesses and will be available solely through UBS Financial Advisors.

Northern Trust enters alliance with IHS Market; Broadridge Financial Solutions and Third Economy create ESG advisory service; and Northern Trust...

TD Ameritrade Expands Commission-Free ETF Trading Program, and Federated Investors Acquires Several PCA Equity Funds.

The fund, named the Alger 25 Fund, will hold 25 high-conviction stocks and have a performance-based management fee. 

WEX Health and dailyVest form collaboration for HSA consumers, and FIA promotes consultants and analysts within the firm. 

Invesco launches Peak Retirement Target-Date Fund Series, and Efficient Advisors launches mutual fund partnership with Dimensional.

Industry veteran joins Meeder as SVP; PGIM Investments appoints chief marketing officer to drive global expansion; FS Investments hires national...

Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research...