New Hire Roundup: Mullis Joins Securities America; BlackRock’s New Strategist
This week in new hires, Michael Mullis became a registered rep with Securities America; BlackRock named Russ Koesterich its new chief investment strategist; and Michael Davis left EBSA for Prudential.
TDF Trends: Falling Fees, Blossoming Asset Diversity
BrightScope and Target Date Analytics recently released their newest study in the “Popping the Hood” series, providing a detailed analysis of TDFs and fund families.
Top Portfolio Products: New Corporate Bond ETF From iShares
Global X launches MLP ETF, and AdvisorShares plans Global Echo sustainable ETF launch in May.
Top 20 Companies for Annuity Sales
Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.
Top Compliance Concerns From RCA: Pay-to-Play, Form PF, Social Media
Fresh off starting their new positions at Regulatory Compliance Associates, Craig Moreshead and Lori Weston have zeroed in on three issues that should be on advisors’ radar screens.
Top Portfolio Products: E*Trade Launches Bond Center; Goldman Adds New Funds
The latest iShares debut, as well as details on a new REIT and the latest annuity introductions.
New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient
This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.
New Hire Roundup: Putnam Welcomes Two; Securities America Promotes Belluomini
This week in new hires, Putnam Investments welcomed Charlotte Walsh and Greg Weissman, Michael Belluomini was promoted at Securities America, and John Kim and Chris Blunt took new positions at New York Life.
Primerica Reps to Distribute Lincoln Financial Indexed Annuities
Lincoln Financial Group got a big boost to its annuity distribution channel Monday when it announced that 82,000 Primerica reps will now have access to Lincoln's fixed indexed annuity products.
New Hire Roundup: BlackRock Adds Keeley, Copeland Joins AMG
This week in new hires, Terry Keeley joined BlackRock as head of the firm’s official institutions group and John Copeland came to AMG to head up a new subsidiary...