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.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
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.
