Walter White

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  Allianz: One-Third of ‘Transition Boomers’ Unsure About Retirement Income

  By John Sullivan, AdvisorOne  |  July 25, 2012

  The survey also found that one-quarter appear to be uninformed about the effects of inflation.

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  The Hartford Breakup: What It Means for Woodbury Reps

  By John Sullivan, AdvisorOne  |  March 22, 2012

  “It’s part of a trend of large insurance companies parting ways with their broker-dealers,” a research director with FA Insight said.

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  New Hire Roundup: PIMCO Welcomes Johnson; Cepek Rises at Allianz

  By Marlene Y. Satter, AdvisorOne  |  March 6, 2012

  This week in new hires, Geoffrey Johnson joined PIMCO; Gretchen Cepek was promoted at Allianz Life; and Kimball Brooker was named portfolio manager at First Eagle.

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  New Hire Roundup: Reinhart Joins Wealthcare Capital, Bowden Goes to SEC

  By Marlene Y. Satter, AdvisorOne  |  October 26, 2011

  This week in new hires, Len Reinhart joined Wealthcare Capital’s board, Andrew J. Bowden was appointed the SEC’s new associate director of advisor exams, and the Senate confirmed Luis Aguilar and Daniel Gallagher as SEC commissioners.

• Burning the midnight oil

  By John Sullivan, AdvisorOne  |  November 6, 2008

  In light of the AIG uproar, broker/dealer Woodbury Financial Services announced it will cancel upcoming "lavish" incentive trips due to the current economic crisis. The...

• Does Your Broker/Dealer Stand Behind You?

  By John Sullivan, AdvisorOne  |  July 1, 2008

  It's all too easy to partner with a broker/dealer in an up-market. Clients are happy, returns are generated and everyone's making money. But what happens...

• The B/D Exemption Rule Is Gone, What's Next?

  By Staff Writer  |  July 1, 2007

  Now that the Broker/Dealer Exemption Rule 202(a)(11)-1 which exempted brokers from regulation as an investment advisor even when they were being paid fees for investment...

• New President for Woodbury Financial Services

  By Staff Writer  |  June 27, 2007

  Walter White was named president of Woodbury Financial Services, in Woodbury Minnesota, succeeding Brian Murphy, who will be chairman of Woodbury Financial and was in...