- Tom Mather Joins Alliant Insurance Services’ Mid‑Atlantic Benefits Team
Veteran consultant brings a strategic approach to middle-market benefits planning, cost management, and plan optimization
Tom Mather has joined Alliant Insurance Services as Vice President within its Employee Benefits Group.
read more - Michael Leonard Hired As Regional Vice President By The Standard
Leonard bring with him 18 years of retirement plan industry experience
Standard Insurance Company (The Standard) welcomes Michael Leonard as regional vice president in Retirement Plans.
read more - Luke Loewen Named Vice President Of Distribution Strategy And Development for American Life
To lead external sales
Annuity carrier American Life recently announced the appointment of Luke Loewen as Vice President of Distribution Strategy and Development, effective November 2nd.
read more - Brannon Ozark Joins UBS As Financial Advisor In Hartford, CT
Brannon brings more than 15 years of experience in financial services
UBS recently announced that Brannon Ozark has joined the firm as a Financial Advisor in the Hartford, CT office.
read more - Ben Fowke Named Lead Independent Director of Securian Financial Board of Directors
Former Xcel Energy chairman and CEO brings extensive executive leadership and governance experience to expanded board role
Securian Financial recently announced that Ben Fowke, retired chairman, president and CEO of Xcel Energy, has been named lead independent director of its board of directors.
read more - Sean Duggan Appointed By Boston Mutual to Regional Sales Director for Georgia and Northeast Florida
Duggan will oversee workplace sales and broker relationships in the national life insurance carrier's Southeast region
Boston Mutual Life Insurance Company, a mutual insurer providing access to insurance solutions, recently announced the appointment of Sean Duggan as Regional Sales Director for Georgia and Northeast Florida, covering Jacksonville to Gainesville, FL, in the latter area.
read more - Tom Ross Appointed Chief Distribution Officer, U.S. Annuity Sales By Foresters Financial
Annuity distribution leader will guide Foresters planned Multi-Year Guaranteed Annuity launch in the U.S. in 2027
Foresters Financial (Foresters) has appointed Tom Ross as Chief Distribution Officer, U.S. Annuity Sales, effective October 12, 2026.
read more - Brian J. Lee Appointed TO KKR’s Board Of Directors
Appointment effective October 26, 2026
KKR & Co. Inc. (NYSE: KKR) has announced that Brian J. Lee has been appointed to the Board of Directors effective October 26, 2026.
read more - Matthew Tripp Named VP, Senior Client Portfolio Manager By American Beacon
Industry veteran brings 15 years of investment experience; will focus on expanding reach of ARK’s strategies across the U.S. wealth management space
American Beacon Partners (“American Beacon”), an experienced provider of investment advisory services to institutional and retail markets, recently announced the appointment of Matthew Tripp, CFA®, as Senior Client Portfolio Manager for ARK Invest.
read more - Ryan Snyder Named VP, IMO Channel By Symetra
Appointment affirms Symetra’s commitment to supporting and expanding independent marketing organization channel
Signaling an ongoing commitment to investing in its retirement distribution channels to meet the evolving needs of its partners, Symetra Life Insurance Company announced that Ryan Snyder has been named vice president, channel head for the independent marketing organization (IMO) channel, a new role.
read more - Seth Davis Joins EP Wealth as Partner, Senior Wealth Advisor in Denver
Experienced advisor brings financial planning and leadership expertise
EP Wealth Advisors, LLC (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”), recently announced that Seth Davis, CFP®, has joined the firm as Partner, Senior Wealth Advisor in Denver.
read more - Larissa Morrell Named Vice President Of Product Development By Longbridge Financial
Promotion reflects Longbridge's continued investment in product innovation and understanding the evolving financial needs of homeowners 55 and older
Longbridge Financial recently announced the promotion of Larissa Morrell to vice president of product development as the company continues to develop and expand its home equity product portfolio.
read more - Constance Deng Joins Eden Global Partners As Managing Director, Investments
Addition of seasoned growth and venture capital investor to enhance Eden’s investment team
Eden Global Partners (“Eden” or “the Firm”), a merchant bank that specializes in providing long-term capital solutions, recently announced that Constance Deng has joined the Firm as Managing Director, Investments.
read more - Nicole Delimitros Appointed President, National Employee Health and Benefits, Marsh Agency
Delimitros brings more than 30 years of experience working across the employee health and benefits space
Marsh, a leading global professional services firm, recently announced that Nicole Delimitros will become President of National Employee Health and Benefits for Marsh Agency, effective January 1, 2027.
read more - Matt Humphrey Named Divisional Vice-President Of Integrated Channel at Carson Group
Humphrey will lead Carson Wealth’s W-2 advisor channel
Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), has announced that Matt Humphrey will join the firm as divisional president of its integrated advisor channel and a member of Carson’s executive leadership team.
read more - Joe Maringer Named Incoming Chief Distribution Officer at MassMutual Ascend
Succeeding Tim Minard, who plans to retire after a decade with MassMutual Ascend
Longtime industry leader, Joe Maringer, will be assuming the role of Chief Distribution Officer at MassMutual Ascend effective November 1, 2026
read more - Meghan Shea Named Head of Group Benefit Solutions By New York Life
Shea brings more than 20 years of group insurance industry experience
New York Life has announced that Meghan Shea will become head of Group Benefit Solutions (GBS), effective Jan. 1, 2027.
read more - Matthew Friedson Joins Alliant Insurance Services’ Mid-Atlantic Benefits Team
Brings extensive experience in executive benefits, advance life insurance planning and succession planning
Alliant Insurance Services has added Matthew Friedson within its Employee Benefits Group as First Vice President.
read more - Bill Bell Named Chief Product Officer of Penn Mutual
Appointment elevates product strategy within Penn Mutual's enterprise leadership
The Penn Mutual Life Insurance Company (Penn Mutual) announces the promotion of Bill Bell to Chief Product Officer and a member of the company's Enterprise Leadership Team.
read more - Kelly Apple Named Head Of Wealth Management At Kestra
To advance the firm's evolving wealth management strategy
-Kestra Financial, an industry-leading wealth management platform, today announced the appointment of Kelly Apple as Head of Wealth Management.
read more - Sean Rayburn Joins Power Wealth Management as a Senior Wealth Advisor
Brings a full schedule of financial experience, income, distribution and tax planning
Power Wealth Management (PWM) is pleased to announce that Sean Rayburn, CFP®, ChFC®, has joined the firm as a Senior Wealth Advisor. Sean brings more than 10 years of experience in financial services and a comprehensive approach to helping individuals and families navigate the complexities of financial planning and wealth management.
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