The veteran with almost 30 years of experience, mostly at JPMorgan Asset Management, will oversee a business managing nearly $320 billion in assets.
The insurance and retirement giant is promoting Mallee as another veteran leader, who's had nearly 20 years at the company, prepares to step down.
After leading the life insurance giant's brokerage business, the 25-year industry veteran will step up to oversee more than 2,800 financial advisors and fee-based planners.
The insurer claims its bots can be more empathetic than humans.
The RIA giant welcomes a veteran with more than 20 years' experience, including time supporting JPMorgan's First Republic integration, as Prudential Financial selects a leader from its own ranks.
Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.
Survey of renting couples finds joint policies on par with traditional milestones, including moving in together and their first "I love you," as a means to cement relationships.
Limra figures reveal third straight year of record sales, with demand for fixed-rate deferred annuities declining and robust momentum in RILAs.
The leading annuity and insurance top executive is stepping down after a distinguished 40-year career in the industry.
The extended collaboration, which includes insurtech provider Fiduciary Exchange, will give new annuity options for RIAs to address investors' evolving needs in retirement.
Cross-currents from inflation, the stock market, and demand for protected growth are converging into a mixed picture, says Limra.
A $5.9 billion pension liabilities transfer Verizon made last year to Prudential and RGA is at the center of the latest lawsuit over pension-risk transfers.
Inaugural survey report finds three-quarters of DC plan leaders expect demand for lifetime income to grow over five years – but 'annuity fluency' could pose challenges.
Sound Income Group founder David Scranton offers strategies from his new book to help advisors increase their AUM.
David Underwood sold unregistered Heartland fund securities to 20 clients, including his wife, according to the SEC.
The retirement plan giant is giving millions of customers access to its latest guaranteed lifetime income offering through its managed account programs.
The $1.6 trillion financial services giant unveiled several key appointments, including its first global head of insurance and retirement.
Latest Limra figures reveal 30 percent annual bump in total annuity sales for the third quarter, with double-digit increases across all product lines.
The latest ACLI data show a 9 percent annual increase in annuity benefits issued by insurers, while premium payments into annuities reached $361 billion.
Industry groups ACLI and NAIFA hail milestone as backing for the model rule spreads to 48 states.
