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By John Sullivan, AdvisorOne |
September 4, 2012
In this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.
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By Marlene Y. Satter, AdvisorOne |
January 26, 2012
This week in new hires, Putnam Investments welcomed Charlotte Walsh and Greg Weissman, Michael Belluomini was promoted at Securities America, and John Kim and Chris Blunt took new positions at New York Life.
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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.