Browsing Tag
Corporate Roundup
69 posts
Discover the latest corporate roundup featuring key updates on financial results, executive changes, strategic initiatives, and major corporate events. Stay informed with our comprehensive summaries of top business developments, mergers, acquisitions, and market trends. Perfect for investors, analysts, and business professionals seeking a quick yet thorough overview of the corporate world.
Corporate Roundup: Ascensus Names CMO, Savvy Introduces Latest Wealth Managers
Our latest corporate roundup features this week’s top news from Ascensus, Savvy Advisors, Sageview, Transamerica, and more
June 28, 2024
Corporate Roundup: Nuveen Taps New CEO, Sharebuilder 401k Slashes Setup Fee
For our weekly corporate roundup series, Nuveen appoints a new CEO, Sequoia Financial Group hires a C-suite leader, and more
June 14, 2024
Corporate Roundup: Morningstar Wealth, Empower, GSAM
In this week's corporate roundup, Morningstar Wealth appoints its new CIO for the Americas while its former CIO joins Empower as a chief investment strategist
June 7, 2024
Corporate Roundup: Principal Acquires Ascensus’ ESOP Business, Empower Names CCO
Principal announced it is acquiring Ascensus' ESOP business, Empower appoints a new chief compliance officer, and more
May 17, 2024
Corporate Roundup: ‘Father of 401(k)’ joins Salt Labs, Ascensus Appoints SMB Leader
Inventor of the 401(k) plan Ted Benna teams up with Salt Labs while Ascensus appoints its new head of Small Business Retirement, and more
April 19, 2024
Corporate Roundup: Ascensus Surpasses $1B in State-IRAs, NEPC Names DC Solutions Lead
Ascensus passes $1 billion in state-facilitated retirement plans, NEPC announces new head of its defined contribution solutions team, and more
April 5, 2024
Corporate Roundup: Alera Group, Vestwell Partnership, Equitable Leadership Appointments
Alera Group and Vestwell launch a new workplace retirement solution aimed at small businesses, Equitable announces new leadership changes, and more
March 29, 2024
Corporate Roundup: Candidly, intellicents Partnership; OneDigital Acquires CBR
Candidly and intellicents partner to offer student loan debt repayment services, OneDigital acquires a human resources leader, Betterment updates its RIA division, and more
March 22, 2024
Corporate Roundup: MFS Appoints CIO, Savvy Expands Wealth Management Team
MFS welcomes new CIO, Savvy brings in three advisors to its wealth management business, and more
March 15, 2024
Corporate Roundup: Women-Led RIA Opens; Nationwide Hires Protected Retirement Leader
RIA Expressive Wealth launches, Nationwide selects leader to Protected Retirement team, and more
March 8, 2024