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By James J. Green, AdvisorOne |
April 11, 2013
The rebranding is designed to highlight ING’s U.S. operations as “America’s retirement company”; ING Financial Partners BD will be renamed as well.
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By Marlene Y. Satter, AdvisorOne |
January 2, 2013
The SEC approval, which was unanimous, requires broker-dealers to conduct searches for holders of securities with whom they have lost contact.
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By Jane Wollman Rusoff |
October 24, 2012
No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.
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By Marlene Y. Satter, AdvisorOne |
October 17, 2012
This week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Bank’s Private Client Reserve in San Francisco.
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By Marlene Y. Satter, AdvisorOne |
September 12, 2012
This week in new hires, FINRA announced that Greg Ahern will be its new head of corporate communications, and Neuberger & Berman welcomed Brendan Gill.
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By Marlene Y. Satter, AdvisorOne |
July 11, 2012
This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.
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By James J. Green, AdvisorOne |
June 11, 2012
A look at the highlights of the Pershing Insite 2012 conference, focusing on leadership and strategy, from Bill Clinton to Pershing CEO Brian Shea, from leadership guru Deepak Chopra to advisor guru Mark Tibergien.
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By Danielle Andrus, AdvisorOne |
June 5, 2012
More than half of employers say they plan to hire recent college grads this year, according to a survey by CareerBuilder—but where?
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By James J. Green, AdvisorOne |
May 17, 2012
Former Fed Home Loan Bank HR executive becomes member of LPL’s executive committee.
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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.