Evergreen Investments

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  New Hire Roundup: American Century Names Bannigan COO

  By Marlene Y. Satter, AdvisorOne  |  November 7, 2012

  Also this week in new hires, Monte Garpestad went to Securities America, and the RIIA named Peng Chen academic curriculum director of its retirement management analyst curriculum.

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  New Hire Roundup: Orizon Joins Mariner

  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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  New Hire Roundup: Christian Named FiNet President

  By Marlene Y. Satter, AdvisorOne  |  June 6, 2012

  This week in new hires, Kent Christian was named the new president of FiNet; BlackRock named Mark Howard-Johnson head of global real estate securities management; and Ross Hikida became a member of AARM Corp.’s board.

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

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  New Hire Roundup: Bowen Is Acting Chair at SIPC; Pologe Goes to Genworth

  By Marlene Y. Satter, AdvisorOne  |  February 29, 2012

  This week in new hires, Genworth welcomed David Pologe and David Ford joined Securities America.

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  SEC Orders Advisor With Ties to Wells Fargo to Explain Actions on Doomed CDO

  By Joyce Hanson, AdvisorOne  |  January 20, 2012

  The SEC ordered investment advisor Lisa Premo to answer questions about her alleged part in overstating the NAV of a fund after a CDO went into default in 2008.

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  Fidelity Institutional Names Couto to Head Renamed Investment Division

  By James J. Green, AdvisorOne  |  July 22, 2011

  Fidelity Investments on Friday named Scott Couto as president of Fidelity Financial Advisor Solutions, the unit formerly known as Fidelity Investments Institutional Services.

• President's Day

  By Nancy R. Mandell  |  February 1, 2009

  Two newcomers with hefty resumes have been named to top posts at Fidelity Investments Institutional Services, the company announced recently. Peter Cieszko, former president and...

• IN BRIEF

  By Janet Levaux, AdvisorOne  |  November 1, 2007

  On October 31, Thomas Faust became chairman and CEO of Eaton Vance, succeeding James Hawkes, who retired. This changing of the guard was announced in...

• Evergreen Fund Adopts Performance-Based Fees

  By Staff Writer  |  November 18, 2005

  Evergreen Investments said on Tuesday that it will impose performance-based fees on its Evergreen Large-Cap Equity Fund (EVSAX). Evergreen said it will also lower the maximum...