Want to Get Serious About Saving? Automate It
The bulk of pre-retirees say vehicles like direct deposit in a 401(k), a mortgage or permanent life insurance boost their confidence in a secure retirement.
New Hire Roundup: NY Life Names John Kim President
Meanwhile, James Perkins has joined the Mather Group's Chicago investing team as a senior portfolio analyst.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
New Hire Roundup: Prudential Names Ward Head of Stable Value
In other new hires, HighTower announced that Kimberly Hollenbeck will join the firm as executive director of business development.
New Hire Roundup: James Hanna Joins Genworth; Morningstar CFO Departs
This week in new hires, Genworth hires a new CTO; Morningstar announced changes in its senior management; and FSI hired Kathryn Anderson and added 500 new advisor members.
New York Life Gives American College $5M for Ph.D. Program
The 12-course Ph.D. program in business administration—the only one of its kind—will help advisors hone their skills in financial literacy and retirement planning.
New Hire Roundup: Putnam Welcomes Two; Securities America Promotes Belluomini
This week in new hires, Putnam Investments welcomed Charlotte Walsh and Greg Weissman, Michael Belluomini was promoted at Securities America, and John Kim and Chris Blunt took new positions at New York Life.
New York Life Promotes Blunt, Kim
New York Life Insurance Co. announced Friday that its insurance group and its investments group will be now run by two executive vice presidents, Chris Blunt and John Kim, respectively.
New Hire Roundup: Seilers Join Raymond James and Williams Moves Up, Carson Wealth Launches RIA
This week in new hires, the Seiler brothers went to Raymond James, while Greg Williams was named to a new position there; Carson Wealth Management launched its own RIA; and Aaron Cooper and Richard Perkins went to Putnam.
New York Life Targets Advisors in New Ad Campaign
A new ad campaign by New York Life Insurance Company is focused on financial advisors as the company seeks to position itself and its subsidiaries as providers of guaranteed lifetime streams of income.