New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.
Fidelity Institutional Names Couto to Head Renamed Investment Division
Fidelity Investments on Friday named Scott Couto as president of Fidelity Financial Advisor Solutions, the unit formerly known as Fidelity Investments Institutional Services.
Fidelity Separates Asset Management from Distribution
Abigail Johnson promoted to head all of distribution; Ronald O'Hanley hired to lead asset management and corporate services.
Retirement Income Meets the Internet
Fidelity Investments has introduced the Fidelity Retirement Income Evaluator, an online planning tool for managing retirement income plans and building a more efficient and profitable...
Consolidate and Refer
"If you look at an advisor's practice today and what's going to happen in the future, there are some outside pressures that will affect the...
Taking Advantage of the Pension Protection Act
The Pension Protection Act (PPA) signed into law last August is among the most important and comprehensive pieces of legislation in several decades, and a...
Now and Then
When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Not only do...
Do-It-Yourself Fund Supermarket
Four of the biggest mutual fund companies launch a