? The Investment Company Institute's Board of Governors has elected Edward Bernard, vice chairman of T. Rowe Price Group, to serve as chairman of the Institute for a one-year term. He succeeds John Murphy, chairman of OppenheimerFunds, who, as immediate past chairman, will continue to serve as vice chairman of ICI... ? Envestnet has announced the addition of James Patrick as the new managing director for its Advisor Managed Programs. Previously he was co-head of U.S. distribution for Allianz Global Investors and former executive board member of the Managed Money Institute (MMI). ? F. Joseph Loughrey, a former president and chief operating officer of Cummins Inc., has been named to the board of directors of The Vanguard Group and to the board of trustees of each of Vanguard's mutual funds... ? Brewer Investment Group, the Chicago-based independent wealth management firm, announced the appointment of Mark Olson as president of Brewer Investment Group, a new position. Most recently, he was co-national sales director and COO of Allstate Financial Services, LLC... ? Glenmede, an investment and wealth management firm based in Philadelphia, has hired Glenn Switzer as a senior member of the team for its recently announced New York office. Switzer was most recently with U.S. Trust/Bank of America Private Wealth Management where he led a team of 16... ? John Barbo has joined Man Investments in New York, where he will assume responsibility for the firm's U.S. private client business, which includes banking and intermediary relationships. Barbo was most recently the head of alternative sales and marketing for Morgan Stanley. ? Mercer, the global consulting, outsourcing and investment firm, has appointed Toni Brown as director of client consulting for its investment consulting business in the U.S., a new position. Brown is based in San Francisco and is being joined by Eileen Kwei, Diana Greenstone and Mike Tadlock, all of whom come from Callan Associates and hold the titles of principal and senior consultant.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
STP can be described as electronically capturing and processing transactions in one pass, from the point of first 'deal' to final settlement.
This complimentary report discusses those powerful benefits in detail along with a wide range of planning applications.
Almost one-third of financial firms are already using social media to collect client data. Read now to find out what that number will look...
Mar 21, 2017
Americans are living longer and healthier lives, and these added years can create new challenges for retirement income planning.
Feb 07, 2017
The DOL fiduciary rule is quickly approaching the first compliance date, effective April 10th, with full implementation starting January 1, 2018. Is your business on...
Jan 31, 2017
For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the...