New Hire Roundup: LPL Financial Welcomes Lochan
This week in new hires, Brendt Stallings and Husam Nazer joined DoubleLine, the MSRB board announced that it is looking for a few good applicants, and Citi named two new co-presidents.
New Hire Roundup: American Century Names Bannigan COO
Also this week in new hires, Monte Garpestad went to Securities America, and the RIIA named Peng Chen academic curriculum director of its retirement management analyst curriculum.
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: Armstrong Named Wealth Dynamics Coach at Ascent
This week in new hires, Helen Zhou became managing director of private banking for the Private Client Reserve of U.S. Bank in San Francisco, and Ryan Kaufman has become a registered representative with Securities America.
New Hire Roundup: Putnam Adds Three; Wagner Retires From BlackRock, Joins Board
This week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.
Top 10 Trends in Wealth Management for 2012
Whither wealth management? The industry will continue to undergo radical changes that began in 2008, says Aite Group in a detailed report.
Philanthropy Focus: US Bank and the UHNW, Pt 3—Family Retreats; Investing
At Ascent, clients are asked about the purpose behind their money, to see what kind of impact they want from their philanthropy.
Philanthropy Focus: US Bank and the UHNW, Pt. 2—Entrepreneurs
Michael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.
Philanthropy Focus: US Bank and the UHNW, Pt. 1—Wealth's Impact
Ascent Private Capital Management, the UHNW division of US Bank, incorporates philanthropy from the beginning of the engagement, using staff skilled in more than just managing money.
New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee
This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.