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.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
