product management

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  Envestnet to Focus on Fiduciary With Fund Evaluation Group Announcement

  By John Sullivan, AdvisorOne  |  September 5, 2012

  The partnership is meant to complement the research on separate account managers, mutual funds, ETFs and liquid alternative investments available on the Envestnet Prima platform.

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  New Hire Roundup: TD Ameritrade Institutional Adds Dario

  By Marlene Y. Satter, AdvisorOne  |  September 5, 2012

  Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.

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  TDAI Names Dario Managing Director of Product Management

  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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  Custodians Offer More Trust Services to BDs and RIAs

  By Joyce Hanson, AdvisorOne  |  August 23, 2012

  Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.

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  Young Investors’ Assets and Loyalty Up for Grabs by Wealth Managers

  By Michael S. Fischer  |  August 1, 2012

  With some $40 trillion expected to transition to younger generations in the U.S. in coming decades, wealth managers must grow their online investing capabilities to lure younger investors, according to a study released Monday.

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  SunGard Launches Mobile Report Access App for Advisors

  By Marlene Y. Satter, AdvisorOne  |  June 29, 2012

  The new app, which is also available on mobile tablets, facilitates increased collaboration and effectiveness of client meetings.

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  Hartford: 20-Somethings Want Guaranteed Retirement Income

  By John Sullivan, AdvisorOne  |  May 14, 2012

  Workers younger than age 30 say it's “very” or “somewhat” appealing to turn retirement savings into a guaranteed income.

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  The Hartford Sells VA Business to Forethought

  By Arthur D. Postal  |  April 27, 2012

  The Hartford has sold its variable annuity marketing business as part of its effort to reduce its role in the life insurance business.

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  New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient

  By Marlene Y. Satter, AdvisorOne  |  February 22, 2012

  This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.

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  New Hire Roundup: Prudential’s King Named SVIA Chair; Cambridge Promotions

  By Marlene Y. Satter, AdvisorOne  |  January 12, 2012

  This week in new hires, James King of Prudential Retirements Stable Value Markets Group was elected as SVIA chairman of the board, and Cambridge announced several internal promotions.