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: MetLife, Fidelity Partnership, PCIA Scholarship for Women
MetLife and Fidelity collaborate to offer fixed immediate income annuities, Prime Capital Investment Advisors establishes scholarship encouraging women to pursue careers in financial services, and more
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more
Corporate Roundup: T. Rowe Price Appoints Company Veterans, Voya Launches QDIA
T. Rowe Price named several team members to its U.S. intermediary and retirement services channels, Voya released a new QDIA available across its managed account programs, and more
Corporate Roundup: Northwestern Mutual CEO to Retire, MissionSquare Names Retirement Lead
Northwestern Mutual CEO announces decision to retire at the end of 2024, MissionSquare appoints a new retirement research head, and more
Corporate Roundup: SageView Acquisition, RIA Co-Op Launches
SageView acquires Palmer Retirement Consulting, financial advisors launch a new RIA co-op, Principal appoints the CEO of its Asset Management division, and more
Corporate Roundup: Franklin Templeton and TIFIN Partner, EFE Hires CMO
Franklin Templeton and TIFIN collaborate on a financial wellness platform, Edelman Financial Engines hires a new chief marketing officer, and more
Corporate Roundup: Vanguard Leadership Changes, Ascensus Team Expansions
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members to its Retirement Distribution team, and more
Corporate Roundup: MFS and Natixis Welcome CEOs, Edelman Acquisition
MFS and Natixis both hire new CEOs, Edelman Financial Engines acquires a New England-based pension plan, and more
Corporate Roundup: 401GO Launches IRA, Waverly Acquires Prosper
401GO announces the release of its IRA solution, Waverly Advisors announces acquisition of Prosper, and more
Corporate Roundup: OneDigital and Principal Partnership; New Director Joins Diversitas
OneDigital and Principal offer a new retirement savings tool aimed at small businesses, and Diversitas welcomes a new director while introducing plans to rebrand