? 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.
Your resource for news, research and analysis to help you deliver more effective outcomes to your clients.
ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
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.
Solidify your cyber-strength with layered cybersecurity. Learn about password management systems and how combining them with two-factor authentication helps keep your online accounts safe.
Expand your client relationships utilizing these 5 best practices. Help them develop charitable giving strategies to optimize donations, expand giving and fulfill their philanthropic goals.
Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees...
Jul 19, 2017
The first compliance deadline for the DOL’s fiduciary rule has kicked in … are you in compliance?
Jun 29, 2017
Join this complimentary webcast to dive into the imperative demand benefits professionals, employers, and HR representatives must meet when it comes to customizing benefits packages,...
Jun 28, 2017
Clients want to discuss health care costs in retirement. We can help break down options and costs so your clients can better prepare.