Top Portfolio Products: Schwab, Piper Jaffray to Boost Muni Bond Access
New products introduced over the last week include an arrangement between Schwab and Piper Jaffray to provide investors greater access to the latter’s new muni bonds; more.
New Hire Roundup: Dubois and Wassmann Join LPL; Jenks Goes to Putnam; Adams to EBRI
This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.
New Hires Roundup: New York Life Realigns Retirement Services; Great-West Promotion
This week in new hires, New York Life realigned its practice groups and named new team leaders, and also named Sue Ericksen as CIO; Sen. Max Baucus praised Senate approval of three tax court nominees for second terms.
New Hire Roundup: Seilers Join Raymond James and Williams Moves Up, Carson Wealth Launches RIA
This week in new hires, the Seiler brothers went to Raymond James, while Greg Williams was named to a new position there; Carson Wealth Management launched its own RIA; and Aaron Cooper and Richard Perkins went to Putnam.
Microsite, Macro Goals
Planners know the needs of same-sex couples are quite different from those of opposite-sex couples—in execution, although not in substance.
Wirehouse Advisors Are Focus of New NY Life Annuity Campaign
At the heart of the ad campaign is the use of guaranteed income annuities for use in retirement planning, and the benefits such annuities can offer.
Top Portfolio Products: New Offerings From Global X, Deutsche Bank
In this week’s new products news, Global X Funds launched its new SuperDividend ETF and Deutsche Bank brought out a suite of currency-hedged ETFs. In addition, Russell Investments announced that its LifePoint Funds Target Date Series passed $1 billion in AUM and New York Life launched a microsite designed for...
10 Top Portfolio Products: New Offerings From T. Rowe, Matthews, Cadaret Grant
Among the week's new investment products: a Global X ag fund; Putnam subadvises bond funds; Matthews China fund.
New York Life Launches Guaranteed Interest Pension Account
New York Life Investments announced Tuesday that it has launched a guaranteed interest pension account to allow sponsors to structure part of their assets to mirror liability cash flows.
New Hire Roundup: National Advisor Trust Gains Alfred; Lewis, Morris Team Under Lemay
National Advisors Trust welcomed James D. Alfred to the fold, while Jeannie Lewis and Bryan Morris went to Deloitte under the leadership of April Lemay.