insurance services

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  New Hire Roundup: BlackRock Names Shedlin CFO

  By Marlene Y. Satter, AdvisorOne  |  February 20, 2013

  This week in new hires, Gary Shedlin was named CFO of BlackRock, and Mary Justice was named Seattle market leader for the Private Client Reserve of U.S. Bank.

• LPL, Wells’ FiNet Tap New Execs

  By Janet Levaux, AdvisorOne  |  June 27, 2012

  LPL FINANCIAL SAID IN EARLY JUNE THAT Dan Arnold, currently head of strategy for the largest independent broker-dealer, had been named chief financial officer of the company, the latest step in a management reorganization that has played out over the last few months.

• A Seasoned Guide for Uncertain Times

  By Jane Wollman Rusoff  |  June 27, 2012

  Allen D. Rutledge is a financial advisor for our uncertain times: the struggling economy, the high market volatility, the European debt crisis—everything holding back the post-global financial meltdown’s comeback.

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  LPL Names Strategy Chief Dan Arnold to Succeed Moore as CFO

  By James J. Green, AdvisorOne  |  June 5, 2012

  Dan Arnold, former head of Uvest, will take over from Robert Moore, now president and COO of the largest independent BD.

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  Did 2008 Make the Case for Variable Annuities?

  By John Sullivan, AdvisorOne  |  April 2, 2012

  A new survey finds consumers and financial advisors that are increasingly concerned about meeting retirement goals are turning to variable annuities.

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  Alexandra and Jim Lebenthal Sign On With Dynasty Open-Architecture Platform

  By Joyce Hanson, AdvisorOne  |  January 19, 2012

  The storied Wall Street name of Lebenthal has signed on with Dynasty Financial Partners’ open-architecture platform of wealth management services and technology.