New Hire Roundup: Fidelity Charitable Names Danforth President
Also, Ron Carson was named to the board of trustees of the American College, and the Withers Consulting Group welcomed David Burleigh.
New Hire Roundup: Casares Joins Genworth; Stratos Adds Three
This week in new hires, Rico Casares joined Genworth Wealth Management, and Stratos Wealth Partners welcomed three advisors to two new offices.
In the mid-1990s, Stuart Lucas read the writing on the wall, and it wasn't encouraging. He and his extended family--heirs to the Carnation Company fortune--faced...
THE GLUCK REPORT -- Software Showdown
The producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...
Bank One Unit Settles with Spitzer, SEC
Two days before it merges with J.P. Morgan Chase & Co., creating the nation's second-largest bank, Bank One Corp. announced a settlement of mutual fund market-timing allegations made by the New York State Attorney General and the Securities and Exchange Commission.
Class Action Lawsuit Filed against Appalachian Trails and Pilgrim
NEW YORK (HedgeWorld.com)--Milberg Weiss Bershad Hynes & Lerach LLP named hedge fund Appalachian Trails and its co-founder and general partner as defendants in a class-action...
Two Top Bank One Executives Ousted amid Canary Fal
CHICAGO (HedgeWorld.com)--The head of Bank One Corp.'s One Group mutual fund division and its head of institutional asset management both resigned Wednesday amid the bank's...