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By Bob Clark, AdvisorOne |
May 22, 2012
In the nearly 30 years that I have been covering financial advisors, the fundamental problem hasn’t changed: Delivering client-centered advice isn’t as profitable as selling products.
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By Marlene Y. Satter, AdvisorOne |
May 17, 2012
This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.
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By Melanie Waddell, AdvisorOne |
May 9, 2012
Tax reform will be a top priority for Congress in 2013, Bob Reynolds, CEO of Putnam Investments, said Wednesday, but Americans need to press lawmakers to put reforming Social Security on top of their list as well.
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By Marlene Y. Satter, AdvisorOne |
March 14, 2012
This week in new hires, Scott Sipple moved up at Putnam Investments; Mark Hewson went to Citi Private Bank; Bradford Campbell joined Drinker Biddle; Kimberley Branch and John Forrest went to Symetra; and SNR Denton welcomed Lisa Ledbetter.
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By Melanie Waddell, AdvisorOne |
February 16, 2012
At Washington event, two members of the House Ways and Means Committee pushed a resolution to retain current tax incentives for retirement savings. One of the two, GOP Rep. Jim Gerlach, introduces two retirement bills. Putnam's Reynolds, ASPPA's Graf lend support.
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By Janet Levaux, AdvisorOne |
February 15, 2012
According to BofA, some 2,300 Merrill Lynch advisors sell defined-contribution plans, which now have about $26.5 billion in assets.
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By Marlene Y. Satter |
February 2, 2012
This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.
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By James J. Green, AdvisorOne |
January 30, 2012
Putnam CEO Robert Reynolds calls for looking at risk 'through a new lens' to find 'better ways to balance risk with and also discover new sources of income.'
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By Marlene Y. Satter |
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 John Sullivan, Advisorone |
January 5, 2012
Putnam Investments announced Thursday it laid off 78 employees at its Boston headquarters and Andover office.
