New Hire Roundup: Vanguard’s McNabb to Serve Additional Term at ICI
Meanwhile, Dynasty Financial Partners announced a new partnering with Nova Wealth Advisors.
New Hire Roundup: American College Names Johnson President and CEO
In another personnel move, Advisor Software has hired Charles Brown as vice president of business strategy.
Top Portfolio Products: iShares Introduces Currency-Hedged ETFs
WisdomTree launches floating-rate Treasury ETF, while Direxion rolls out an MLP high-income product.
Top 7 Tech Trends for Advisors in 2013
Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.
Top Portfolio Products: BlackRock to Launch Bond-Trading Platform
Also last week, U.S. Commodity Funds introduced agriculture fund, while the Market Vectors Fallen Angel High Yield Bond ETF was rolled out.
Top Portfolio Products: Global X Relaunches China Tech ETF; Security Benefit, Mesirow Team on Fiduciary 401(k) Product
In addition, Advisor Software introduced two new products for investment professionals, and Cole Real Estate rolled out a daily NAV Non-Traded REIT.
Integration Key to Tech Advantage
Technology is a pervasive part of any industry and one that is constantly changing.
New Hires Roundup: BondDesk Adds Bang; JHS Capital Gains Maguire Investments; Kern Is President of Advisor Partners
This week in new hires, Curley goes to Genworth; Goldman, Gendreau join Cetera; Polk adds Crandall; Herrera goes to AUL.
New Hire Roundup: Wolfe Goes to DTCC, Dorsey Joins Advisor Software
This week in new hires, DTCC brought in Bari Jane Wolfe to fill a newly created position and Steve Dorsey came to Advisor Software. Also, Thomas Roberts joined Groom Law Group as part of its fiduciary responsibility group.
Wealth Management Software Going Into Beta
Advisor Software Inc., the Lafayette, California-based technology company that has long provided enterprise-level software and more recently has made some of its products available to individual advisors, is on the verge of beta testing a new application called ASI Wealth Manager.