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By Marlene Y. Satter, AdvisorOne |
January 9, 2013
This week in new hires, Brendt Stallings and Husam Nazer joined DoubleLine, the MSRB board announced that it is looking for a few good applicants, and Citi named two new co-presidents.
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By Marlene Y. Satter, AdvisorOne |
December 12, 2012
This week in new hires,Commonwealth Financial tech guru Darren Tedesco was named to the 2013 Premier 100 IT Leaders list; Todd Scharf was named CTO by the SEC; and more.
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By Dan Berman, AdvisorOne |
November 12, 2012
The spread of financial services offered on the Web has led to an increasing number of hacking incidents, which put customer accounts, data and money at risk. Ace Private Risk Service's Gary Raphael offers some data security advice.
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By Marlene Y. Satter, AdvisorOne |
November 7, 2012
Also this week in new hires, Monte Garpestad went to Securities America, and the RIIA named Peng Chen academic curriculum director of its retirement management analyst curriculum.
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By Marlene Y. Satter, AdvisorOne |
October 31, 2012
Also this week in new hires, Lance Losey and Mary Welk joined Ascent Private Capital Management and Michael Millman joined The Private Client Reserve in San Francisco.
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By Marlene Y. Satter, AdvisorOne |
October 17, 2012
This week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Bank’s Private Client Reserve in San Francisco.
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By Marlene Y. Satter, AdvisorOne |
October 10, 2012
This week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.
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By Marlene Y. Satter, AdvisorOne |
October 3, 2012
This week in new hires, Mary Martuscelli joined The Private Client Reserve as west region president, and Moss Adams announced a transition in leadership.
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By Marlene Y. Satter, AdvisorOne |
September 26, 2012
This week in new hires, Dr. Ajay Mehra joined Salient Partners; Alan Meder was named chairman of the board of governors at CFA Institute; and Yuri Khalif went to Hatteras Funds.
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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.