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By Marlene Y. Satter, AdvisorOne |
February 1, 2013
New products introduced over the last week include a new suite of four model portfolios from a team-up of Jefferson National and Braver Capital Management and a new fixed indexed annuity from Allianz Life.
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By Marlene Y. Satter, AdvisorOne |
October 31, 2012
Also this week in new hires, Lance Losey and Mary Welk joined Ascent Private Capital Management and Michael Millman joined The Private Client Reserve in San Francisco.
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By Marlene Y. Satter, AdvisorOne |
August 16, 2012
This week in new hires, FINRA added three new governors; Erwin Eichmann joined TheStreet as general counsel; and Putnam Investments named Darren Jaroch portfolio manager of another fund.
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By Michael S. Fischer |
May 29, 2012
Baby boomers and their parents remain focused on the emotional elements of legacy transfer rather than purely financial aspects of inheritance, according to a study by Allianz Life Insurance Co. of North America.
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By Marlene Y. Satter, AdvisorOne |
May 9, 2012
This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.
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By Marlene Y. Satter, AdvisorOne |
March 6, 2012
This week in new hires, Geoffrey Johnson joined PIMCO; Gretchen Cepek was promoted at Allianz Life; and Kimball Brooker was named portfolio manager at First Eagle.
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By Marlene Y. Satter, AdvisorOne |
February 22, 2012
This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.
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By Marlene Y. Satter, AdvisorOne |
February 8, 2012
This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.
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By Marlene Y. Satter, AdvisorOne |
December 14, 2011
This week in new hires, Neuberger Berman appointed Eli Salzmann and Michael Greene as fund managers; Lacey Dingman became director of the SEC’s Office of Human Resources; and JHS Capital Advisors welcomed Young, Stovall & Co. to its advisor network.