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By Marlene Y. Satter, AdvisorOne |
May 1, 2013
This week in new hires, Westport Resources promoted Christopher DeLaura and added Ashley Schexnaildre, and Susan Axelrod was promoted and Jonathan Sokobin was added by FINRA.
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By Marlene Y. Satter, AdvisorOne |
December 12, 2012
This week in new hires,Commonwealth Financial tech guru Darren Tedesco was named to the 2013 Premier 100 IT Leaders list; Todd Scharf was named CTO by the SEC; and more.
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By Janet Levaux, AdvisorOne |
August 23, 2012
The broker-dealer’s fees and commissions dropped a bit from June, though assets remained steady.
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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 Michael S. Fischer |
January 23, 2012
Women are becoming an increasingly powerful force in American philanthropy, bringing economic clout and financial acumen to charitable giving and assuming leadership roles, says Melanie Hamburger of Catalytic Women.
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By Savita Iyer-Ahrestani, AdvisorOne |
July 28, 2011
It’s only natural, says Scott Colyer, CEO and CIO of Advisors Asset Management, that U.S. investors have focused their international investing horizons on equities, since equities have dominated the investment universe and continue to hog the lion’s share of domestic investment portfolios.
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By Marlene Y. Satter, AdvisorOne |
July 21, 2011
Also, this week in new hires, Lennon and Rappa join DC team, Unger to head plan sponsor sales at Russell; Grandeur Peak launched; Penn Mutual advances Flannery.