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By Marlene Y. Satter |
November 2, 2011
This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.
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By Marlene Y. Satter |
September 29, 2011
This week in new hires, New York Life realigned its practice groups and named new team leaders, and also named Sue Ericksen as CIO; Sen. Max Baucus praised Senate approval of three tax court nominees for second terms.
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By Marlene Y. Satter |
July 28, 2011
This week in new hires, the Seiler brothers went to Raymond James, while Greg Williams was named to a new position there; Carson Wealth Management launched its own RIA; and Aaron Cooper and Richard Perkins went to Putnam.
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By Marlene Y. Satter |
July 28, 2011
Planners know the needs of same-sex couples are quite different from those of opposite-sex couples—in execution, although not in substance.
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By Marlene Y. Satter |
June 15, 2011
At the heart of the ad campaign is the use of guaranteed income annuities for use in retirement planning, and the benefits such annuities can offer.
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By Marlene Y. Satter |
June 13, 2011
In this week’s new products news, Global X Funds launched its new SuperDividend ETF and Deutsche Bank brought out a suite of currency-hedged ETFs. In addition, Russell Investments announced that its LifePoint Funds Target Date Series passed $1 billion in AUM and New York Life launched a microsite designed for...
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By Marlene Y. Satter |
June 6, 2011
Among the week's new investment products: a Global X ag fund; Putnam subadvises bond funds; Matthews China fund.
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By Danielle Andrus, AdvisorOne |
June 1, 2011
New York Life Investments announced Tuesday that it has launched a guaranteed interest pension account to allow sponsors to structure part of their assets to mirror liability cash flows.
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By Marlene Y. Satter |
May 19, 2011
National Advisors Trust welcomed James D. Alfred to the fold, while Jeannie Lewis and Bryan Morris went to Deloitte under the leadership of April Lemay.
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By Marlene Y. Satter |
March 23, 2011
New York Life Insurance Co. announced March 14 the launch of its new career website as an adjunct to its efforts to recruit more than 3,500 new insurance agents in 2011.