Will Fuller, formerly executive vice president of Lincoln Group, has been appointed president and CEO of Transamerica, succeeding Mark Mullin. The appointment is effective March 31, the company said in a release.
Fuller also will become a member of the management board of Aegon, Transamerica’s parent.
Mullin, who served as president and CEO for 11 years, will become chairman of the Transamerica board, succeeding Don Shepard, who retired.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
