Tag: registered investment adviser

Ameritas announces senior vice president of retirement plans; Aon appoints Reese as next CFO; Ascensus restructures sales team; and more.

Devane named a director at SageView; Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; and more.  

Malone to lead protected retirement sales at Nationwide; Definiti appoints new sales and ERISA leadership; Principal hires Bender to large...

T. Rowe Price launches Social Security optimizer; IRI updates its retirement saving and income handbook; Just Futures launches ‘values-driven’ 401(k)s...

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

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

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

Savvy Ladies expands free financial helpline; GreenHill launches performance reporting solution; AI chatbot Mo debuts on Morningstar platforms; and more.

A former RIA founder, Curley will manage global financial services strategy.

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

The new platform for 403(b) and 457(b) retirement plans is targeted to address challenges in tax-exempt and governmental employer retirement...

Lincoln Financial Group releases new guaranteed lifetime income option; MUFG adds Broadridge loan tracker; and USI Advisors adds Investment Metrics...