product management

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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.

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  Retirement Master

  By Jane Wollman Rusoff  |  December 26, 2011

  At 31, Marcia Mantell was thrilled to step into retirement. Not her own — but the burgeoning financial services’ retirement industry. The year was 1992.

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  Pershing Augments Trust Network

  By Marlene Y. Satter, AdvisorOne  |  October 27, 2011

  Pershing LLC, a BNY Mellon company, announced Wednesday that it has enhanced its Trust Network with the additions of Comerica Bank & Trust and New York Private Trust Co. Trust Network is the open-architecture platform that enables Pershing’s introducing broker-dealer and independent RIA customers to offer their clients a wide...

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  Don’t Blame All ETFs for Market Volatility, Schwab Says

  October 21, 2011

  As the SEC considers whether exchange traded funds are to blame for causing the recent spate of market volatility, Charles Schwab’s ETF team stepped forward Friday to defend them.

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  On Fixed Income, ‘Europe Is Wild Card,’ Say Fidelity Managers: RIS 2011

  By James J. Green, AdvisorOne  |  October 19, 2011

  Two fixed income gurus from Fidelity explore the bond universe’s pros and possible cons for attendees at the Retirement Income Symposium.

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  At CFDD 2011, TDFs Prove Their Value

  By Danielle Andrus, AdvisorOne  |  October 18, 2011

  Are target-date funds being used as they were intended? Carol Waddell, vice president of product management for T. Rowe Price, posed this question to attendees on Monday at the Center for Due Diligence’s 2011 conference in Chicago.

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  New Hires Roundup: U.S. Bank Adds Steiger; CAIS Welcomes Stone, Promotes Cobon

  By Marlene Y. Satter, AdvisorOne  |  September 22, 2011

  This week in new hires, Heidi Steiger added to U.S. Bank’s wealth management business; Landon Stone went to CAIS, which also promoted Lachlan Cobon.

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  New Hires Roundup: Senate Banking Panel Approves SEC Nominations; Gregg Goes to The Hartford

  By Marlene Y. Satter, AdvisorOne  |  September 15, 2011

  This week in new hires, the Senate Banking Committee approved several SEC nominations; Michael Gregg was welcomed at The Hartford; Tom Douie rejoined Neuberger Berman; and Carl Steinhilber and Roderick Toppin went to MassMutual.

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  New Hire Roundup: Seilers Join Raymond James and Williams Moves Up, Carson Wealth Launches RIA

  By Marlene Y. Satter, AdvisorOne  |  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.