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Wealth Solutions Report Announces Second Annual Wealth Exemplar Award Winners

Wealth Solutions Report Announces Second Annual Wealth Exemplar Award Winners
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United statesLarry rothJames millerJulius buchananAdam malamedKestra holdingsWealth solutionsInvestments firm of the yearHouseholder groupAtria wealth solutionsFamily office of the yearCompliance solutions provider of the yearIncome groupWealthtech firm of the yearCetera financial groupPractice management solutions provider of the year

Wealth Solutions Report Announces Second Annual Wealth Exemplar Award Winners

Wealth Solutions Report Announces Second Annual Wealth Exemplar Award Winners
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United statesJulius buchananJames millerAdam malamedNatalie wolfsenLarry rothAmerican trust retirementWealthtech firm of the yearPractice management solutions provider of the yearIncome groupWealth solutionsOrion advisor solutionsEditor research analystCetera financial groupKestra holdingsWealth solutions report

Investment Product and Service Launches

AmericanTCs, Allianz come to market with in-plan annuities; Lincoln Financial upgrades its RILA to combat market volatility; Altruist adds multi-account onboarding; and more.

United statesHarpreet ahluwaliaTim seifertDaniel herrBrian lenzAmerican trust retirementAnnuity coAmerican trust platformSave advisersAllianz life insurance coGainbridge insurance agencyLincoln financial groupAmerican trust custodySave launches retirement savings programWith allianz lifeAllianz life insurance

ATR makes third acquisition in a year, with a deal Denver-based LT Trust Co , and is set to hit $125 billion in assets managed

ATR makes third acquisition in a year, with a deal Denver-based LT Trust Co , and is set to hit $125 billion in assets managed
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United statesJohn moodyBob beriaultMicah disalvoKirkland ellisJohn klyceSherman howardAmerican trust retirementStanley benefit servicesRaymond james associatesEdgeco holdingsMemphis business journalNorth carolina basedRaymond jamesஒன்றுபட்டது மாநிலங்களில்ஜான் மனநிலை

Retirement Industry People Moves

Russell Investments Announces Several New Hires Kate El-Hillow has joined Russell Investments as global chief investment officer (CIO), and Kevin Klingert has been hired as president. Both El-Hillow and Klingert will serve on Russell Investments’ executive committee and report to Chairman and CEO Michelle Seitz. “Kate and Kevin join us at a critical time, as asset owners increasingly look to partner with solutions providers that deliver highly customized investment strategies tailored to specific outcomes,” Seitz says. “Although we continue to see significant demand for investment solutions, only one in four asset owners with less than $10 billion in assets have outsourced their investment activities. Kate and Kevin will further enable Russell Investments to capture the industry’s growth while leveraging our expansive global franchise to provide a frictionless experience to our clients.”

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