10/26/2021
Appointments Position AIG for Continued Success and Enhance Life & Retirement’s IPO Readiness - Mark Lyons to Become Global Chief Actuary & Head of Portfolio Management, AIG - Shane Fitzsimons to Become Chief Financial Officer, AIG - Elia
10/26/2021
The appointment was effective from 13 September 2021.
10/26/2021
Mr. Phillips has more than 25 years of industry experience
10/26/2021
He will be responsible for one of Sun Life's fastest growing strategic pillars
10/25/2021
Lesher has a B.A. from Duke University, and an MBA from Northwestern University’s Kellogg Graduate School of Management, where she was an F.C. Austin Scholar.
10/25/2021
The UK lender has named Anjuli Pandit as head of sustainable bonds for Europe, the Middle East and Africa and the Americas, according to an internal memo seen by Financial News.
10/24/2021
Together, they manage $890 million in client assets.
10/22/2021
Stifel Welcomes Lake Wealth Management Group, Opens Two New Offices in Missouri
he Lake Wealth Management Group will be serving clients from two new Private Client Group offices in Lake Ozark and California, Missouri, along with the firm’s existing office in Frontenac, Missouri.
10/21/2021
Garrison’s Industry Experience Will Bolster the Firm’s Existing Investment Processes
10/21/2021
“We also share the firm’s client-first values, which is incredibly important to us as we build wealth management strategies designed to meet our clients’ needs and goals,”
10/21/2021
Smyth most recently spent eight years as managing partner of strategy and transactions for the US Central region, overseeing a team of more than 1,110 EY professionals in 42 offices.
10/21/2021
Election was held recently in Tampa, Florida
10/20/2021
Bottomline also announced that the Board has formed a new Strategy Committee responsible for evaluating and making recommendations with respect to the Company’s market position and strategy, acceleration of subscription revenue growth and opportunit
10/20/2021
At North Highland, he has been responsible for the firm’s client-facing strategy and sales and demand generation activities, including go-to-market strategies.
10/19/2021
He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
10/19/2021
Looking to serve his clients’ best interests, broaden investment choices and take more control of his business, he chose to partner with LPL and align with America Group Retirement Strategy Centers, a large enterprise that supports LPL-affiliated ad
10/19/2021
He also will develop a network and distribution plan and move toward integrating all digital products that TTS offers into a central ICG access point.
10/19/2021
This built on his earlier roles at Generali International, AXA, Zurich, Metlife, and The Hartford.
10/19/2021
In 2018, English was named one of America’s Top Next-Generation Wealth Advisors by Forbes and was named to its Best-In-State Next-Generation Wealth Advisors list in 2019, the Raymond James press release states.
10/19/2021
Luc joins Praesidian from Kroll Bond Rating Agency