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By Marlene Y. Satter, AdvisorOne |
March 20, 2013
Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.
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By Marlene Y. Satter, AdvisorOne |
February 2, 2012
This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.
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By James J. Green, AdvisorOne |
July 29, 2011
Co-founders Scott Collins and Scott Miller say they already have arrangements with Raymond James, Commonwealth and major custodians.