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.
Harris myCFO Names John Benevides Head of Family Office Services
Harris myCFO has appointed John Benevides president for family office services, the firm announced Monday.
Wealth management team players
Advisors headed for the independent world are taking some wirehouse best practices with them. One strategy, the team approach to managing high-net-worth clients, has long...