? 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.
We have ours firmly in place, and we stand ready to assist you with your independent journey and succession plan.
Learn how access to financing affects advisors' plans for business succession. Download the white paper now!
Stop Looking Back: A Forward-Looking Approach to International Equity Risk Allocation
Apr 02, 2018
Learn more about Cambridge's insight on how independent business owners can create long-term plans for the future.
Mar 25, 2015
Join Think Advisor for this live, interactive webcast and hear from industry experts as they discuss how advisors can protect their client during volatile times....
Mar 17, 2015
Clients are turning more to their financial advisors for guidance regarding how to handle their Social Security withdrawal strategy. Therefore, advisors need to not only...