Industry Updates: New Hires and Board Appointments in Financial Services

In the world of finance and investment, staying up to date with the latest industry news and developments is crucial. Cambridge Investment Research, a leading financial services firm, recently made a significant hire that is sure to make waves in the retirement planning sector. Bill Robertson has joined the firm as the senior director of retirement plans, bringing with him a wealth of experience and expertise in guiding financial professionals through various retirement plan topics.

Robertson’s impressive track record includes contributing to the sale and service of over 1,500 qualified retirement plans, making him a valuable asset to Cambridge’s client solutions team. In his new role, he will support financial professionals as they navigate the complexities of qualified company retirement plans and work towards enhancing client portfolios.

Prior to joining Cambridge, Robertson served as a regional sales consultant at Definiti LLC, further solidifying his reputation as a seasoned professional in the retirement planning industry. His addition to the Cambridge team is sure to bolster the firm’s capabilities and provide clients with top-notch guidance and support.

In other industry news, the FinServ Foundation, a nonprofit organization dedicated to empowering individuals entering the financial services field, has welcomed two new board members, Bonnie Treichel and David Rhoiney. This move underscores the foundation’s commitment to providing coaching, mentorship, and scholarships to support the next generation of financial professionals.

Additionally, Voya Financial announced the election of William Mullaney to its board of directors. With nearly 40 years of experience in the retirement, life, annuities, and insurance industries, Mullaney brings a wealth of knowledge and expertise to Voya’s board. His appointment reflects the company’s focus on innovation and customer-centric solutions.

Meanwhile, Essential Edge Compliance Outsourcing Services has expanded its services with the appointment of Jamie Schlag as a director. Specializing in providing third-party compliance services for broker/dealers and registered investment advisers, the firm is poised to enhance its offerings under Schlag’s leadership.

First Eagle Investment Management LLC has also made a strategic hire, bringing on Elizabeth Yan as a senior director in consultant relations. With her extensive experience in the industry, Yan will play a key role in strengthening relationships with consultants and representing First Eagle’s equity and credit strategies.

In the realm of leadership changes, Vanguard Group’s Head of Europe, Sean Hagerty, announced his retirement, effective December 31, 2024. Hagerty’s tenure saw significant growth in Vanguard’s European business, with assets under management reaching nearly $360 billion. Jonathan Cleborne has been named as his successor, bringing a fresh perspective to the role.

Lastly, Manulife Financial Corp. appointed Oscar Martinez as the head of insurance at John Hancock, a unit of Manulife. Martinez’s industry experience and innovative approach make him a fitting leader for John Hancock’s insurance business, further solidifying the company’s commitment to excellence.

These recent developments in the financial services industry highlight the importance of staying informed and adapting to changes in the market. As the industry continues to evolve, firms like Cambridge Investment Research, Voya Financial, and others are positioning themselves for success by bringing in top talent and embracing innovation. Stay tuned for more updates on the latest news and trends in the world of finance and investment.