The deferred fixed annuity is designed to be used as an allocation within managed accounts or custom target-date model portfolios in 401(k)s.
Anne Simpson developed and executed the sustainability investment strategy for the giant California pension plan.
Kate Henry and Mike Walsh will lead the region for the insurance broker.
Vynntana allows for collaboration among stakeholders.
Social Security's 1,200 field offices have been closed since March 2020 in response to the pandemic.
Ex-broker Perry Santillo also must pay $103 million in restitution.
Incedo’s implementation efforts will help Skience’s platform reach more registered investment advisers.
Jason Benedetti, Gus Dekavallas and Larry Ritter affiliate in Scottsdale, Arizona.
The three advisers, who will operate as The HarborView Group in St. Petersburg, previously were affiliated with Morgan Stanley.
Giant Virginia bank’s RIA arm will shed operations as well as assets.
