Jack Gardner

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  New Hire Roundup: PIMCO Welcomes Johnson; Cepek Rises at Allianz

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

  This week in new hires, Geoffrey Johnson joined PIMCO; Gretchen Cepek was promoted at Allianz Life; and Kimball Brooker was named portfolio manager at First Eagle.

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  7 Processes for Retirement Planning: CFDD 2011

  By Danielle Andrus, AdvisorOne  |  October 20, 2011

  Retirement planning has been pushed as a product over the past several years, Jack Gardner of Thornburg Investments said. Advisors who focus on planning as a process rather than pushing a series of products, though, will get more assets.

• Earn CE Credit

  By Kara P. Stapleton  |  September 5, 2008

  The Financial Planning Association (FPA) announced its lineup of Virtual Learning Center sessions for September. The sessions provide "unique educational opportunities for the financial planning community" and consist of a multimedia presentation and a question and answer period.

• Investment Policy Resources

  By Staff Writer  |  September 1, 2004

  How to Write an Investment Policy Statement, by Jack Gardner (Marketplace Books, 2004) Investment Policy: Winning the Losers Game, by Charles Ellis (McGraw-Hill Trade,...