New Hire Roundup: SEC Adds 2 Judges, 3 Attorneys
Also in new hires, Nuance Investments welcomed Chad Baumler as portfolio manager.
Top Portfolio Products: Genworth Introduces Turnkey Offering for Advisors
New products introduced over the last week include a new suite of four model portfolios from a team-up of Jefferson National and Braver Capital Management and a new fixed indexed annuity from Allianz Life.
New Hire Roundup: Wedbush Private Client Services Group Adds Wright
Also this week in new hires, Lance Losey and Mary Welk joined Ascent Private Capital Management and Michael Millman joined The Private Client Reserve in San Francisco.
New Hire Roundup: FINRA Adds Three; Eichmann Goes to TheStreet
This week in new hires, FINRA added three new governors; Erwin Eichmann joined TheStreet as general counsel; and Putnam Investments named Darren Jaroch portfolio manager of another fund.
For Boomers, the Most Important Wealth Is Family
Baby boomers and their parents remain focused on the emotional elements of legacy transfer rather than purely financial aspects of inheritance, according to a study by Allianz Life Insurance Co. of North America.
New Hire Roundup: Atlanta Capital Group Adds Two
This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.
New Hire Roundup: PIMCO Welcomes Johnson; Cepek Rises at Allianz
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.
New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient
This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.
New Hire Roundup: Mitchell Goes to Leuthold; Hoffman Joins Franklin Square
This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.
New Hire Roundup: Neuberger Berman Names Salzmann, Greene
This week in new hires, Neuberger Berman appointed Eli Salzmann and Michael Greene as fund managers; Lacey Dingman became director of the SEC’s Office of Human Resources; and JHS Capital Advisors welcomed Young, Stovall & Co. to its advisor network.