Hearts & Wallets LLC has appointed John Towle as chief client officer.
“John’s experience and industry knowledge will help our clients grow their business,” says
Laura Varas, chief executive officer and founder of Heart & Wallets. “He understands client needs and investing businesses and will work in partnership with our clients to help them transition to today’s consumer-centric competitive landscape.”
In his new role, Towle will focus on client service, client engagement and new business development with the goal of building stronger relations with existing clients and developing relations and business opportunities with new clients.
“I am delighted to join this rapidly growing company and help our clients to better understand how consumers save, invest and seek advice,” Towle says. “I’m particularly excited about teaching more users to harness the power of our interactive software for immediate answers and helping more firms access the benefits of advi
Aegon appoints Will Fuller as President and CEO of Transamerica
Regulatory News:
Aegon announced today that Will Fuller (50, American), formerly Executive Vice President of Lincoln Group, will succeed Mark Mullin as President and CEO of Transamerica, and as a member of the Management Board of Aegon N.V., effective March 31, 2021. Mark Mullin, who served as President and CEO for 11 years, will become the new Chairman of the Transamerica Corporation Board of Directors, succeeding Don Shepard, who has retired.
Lard Friese, CEO of Aegon Group, said: I am excited to welcome Will to our company. He is a proven financial services leader with a distinguished track record. His deep understanding of our industry and personal drive make him the right person to lead our US business into the next stage of our transformation.