Browsing Tag
Corporate Roundup
76 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: 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
January 26, 2024
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
January 12, 2024
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
January 5, 2024
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
December 22, 2023
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
December 15, 2023
Corporate Roundup: 401GO Launches IRA, Waverly Acquires Prosper
401GO announces the release of its IRA solution, Waverly Advisors announces acquisition of Prosper, and more
November 17, 2023
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
November 10, 2023
Corporate Roundup: CAPTRUST Acquires $1.3B Firm, IRI Board of Directors
CAPTRUST announces its acquisition of Normann Financial, T. Rowe Price names independent director, and more
November 3, 2023
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more
October 27, 2023
Corporate Roundup: MetLife Collabs with Nayya, Sequoia Acquisition
MetLife partners with digital platform Nayya, Sequoia Financial Group acquires M Capital Advisors, and more
October 20, 2023