More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Richard McKenney is president and chief executive officer for Unum Group, one of the world’s leading providers of workplace financial protection benefits. He became president in April 2015 and assumed the role of CEO in May of the same year.
McKenney served as executive vice president, chief financial officer for Unum Group from 2009 to 2015, where he was responsible for overall financial management of the company, including financial reporting, treasury and capital management, strategic planning and mergers and acquisitions, investments, financial planning, investor relations, and enterprise risk management. He also chaired Unum’s Operating Committee, which oversees the company’s business operations throughout the U.S. and U.K.
Prior to joining Unum in 2009, McKenney was executive vice president and chief financial officer of Sun Life Financial, an international financial services company based in Toronto.
McKenney graduated summa cum laude from Tufts University with a bachelor’s degree in mechanical engineering.
June 29
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Speculative investors bought a net 206,227 S&P 500 E-mini contracts in the week to June 23, the most since 2007.
June 29
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Philippa Lawrence is a global finance and accounting leader and is currently vice president and chief accounting officer at Workday. Prior to that, she held controller roles at Google, Brocade, Motorola, and Katerra.
June 29
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Some say conversations about race have no place in the workplace. We disagree.
June 29
Momentum Advisors -
The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.
June 27
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Ethan Buchman is co-founder of Cosmos, vice president of Interchain Foundation and CEO of Informal Systems.
June 26
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One of the certifying organizations has taken a Netflix-like approach to advisor education.
June 26
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Senior Vice President, Director of Digital Channel Management, Sterling National Bank
June 26
