New Hire Roundup: Ken Fisher Isn’t Retiring, He’s Dropping a Title
Reports of Fisher’s imminent retirement were exaggerated. Meanwhile, asset management firm TCW Group announced that Heather Conforto Beatty joined as SVP.
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2015
Overall satisfaction is stagnant across full-service broker-dealers, the survey finds.
New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory Group
Meanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
BlackRock Plans Money Fund Changes to Meet New SEC Regulations
The world’s largest asset manager said it would change its lineup of money-market mutual funds to make them comply with new federal regulations.
Financial Freedom Fighters: Moving From Income to Wealth
Planner Deborah Owens is helping women and minorities adjust to the "new financial normal," where much financial responsibility lies on them.
Lipper: Best Mutual Fund Groups for 2015
The research firm recognizes funds and families who deliver stronger risk-adjusted returns than their peers.
New Hire Roundup: Morningstar Names Ptak Head of Global Manager Research
Meanwhile, Wesley Long, former head of private client services at Wedbush, joined Index Fund Advisors to lead its wealth advisors.
SSgA Taps Former Fidelity Exec O’Hanley as New President, CEO
New State Street Global Advisors head O’Hanley also spent 13 years in leadership positions at Mellon Bank and Bank of New York Mellon.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Advisors Mobilize for More Cybersecurity Threats
The buzz around cyberattacks was a hot topic at the T3 conference as the SEC and FINRA mull IT-related controls.