New Hire Roundup: PIMCO Welcomes Johnson; Cepek Rises at Allianz
This week in new hires, Geoffrey Johnson joined PIMCO; Gretchen Cepek was promoted at Allianz Life; and Kimball Brooker was named portfolio manager at First Eagle.
7 Processes for Retirement Planning: CFDD 2011
Retirement planning has been pushed as a product over the past several years, Jack Gardner of Thornburg Investments said. Advisors who focus on planning as a process rather than pushing a series of products, though, will get more assets.
Earn CE Credit
The Financial Planning Association (FPA) announced its lineup of Virtual Learning Center sessions for September. The sessions provide "unique educational opportunities for the financial planning community" and consist of a multimedia presentation and a question and answer period.
Investment Policy Resources
How to Write an Investment Policy Statement, by Jack Gardner (Marketplace Books, 2004) Investment Policy: Winning the Losers Game, by Charles Ellis (McGraw-Hill Trade,...