New Hire Roundup: Commonwealth Named as a Top Place to Work—Again
This week in new hires, Commonwealth Financial Network once again made the Boston Globe’s list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.
OppenheimerFunds Building Dedicated Wealth Management Team
OppenheimerFunds and wealth management—on its face, not much of a story. Or is it?
3 Self-Defeating Investor Behaviors: Franklin Templeton
With the help of "Predictably Irrational" author Dan Ariely, Franklin Templeton pinpoints three behavioral reasons why fearful investors may miss opportunities.
MSRB Names Goldsholle General Counsel
Goldsholle, currently with FINRA, will oversee legal activities including market regulation, professional qualifications, enforcement support and corporate governance.
15 Best Small Cities for Successful Aging
The Milken Institute study looked at 259 small U.S. metropolitan regions and ranked each based on 78 variables.
Dan Ariely’s 6 Rules to Fight Bad Decision-Making Under Stress
Behavioral economist and "Predictably Irrational" author Dan Ariely says being good or bad depends on how many tempations we've fought that day.
Averitt Retires as CEO at RJFS Conference
Dick Averitt retired as CEO of Raymond James’ independent-advisor channel in late May.
Raymond James’ Averitt Recognized for Leadership at Conference
The popular leader of Raymond James’ independent-advisor channel steps down after 34 years at the firm.
Americans Reluctant to Invest in Equities: Franklin Templeton
Despite strong U.S. equity market returns in early 2012, indications are that Americans remain investment spectators, a study designed by Duke professor Dan Ariely found.
SEC Names Blizzard to Head Investment Advisor Regulation
The SEC has named Diane Blizzard associate director for regulatory policy and investment adviser regulation in the Division of Investment Management, replacing Robert Plaze.