New Hire Roundup: FSI Names Valerie Brown, Others to Key Posts
Execs of Cetera, Raymond James, Cambridge and First Allied will take key roles at FSI. Meanwhile, a Vanguard fund manager resigns.
Financial Security Necessary to Be a Good Person: N.Y. Life Study
Members of Gen X and Gen Y are less satisfied with their financial situation than their parents, according to a New York Life study released Thursday.
New Hire Roundup: Westport Resources Promotes DeLaura
This week in new hires, Westport Resources promoted Christopher DeLaura and added Ashley Schexnaildre, and Susan Axelrod was promoted and Jonathan Sokobin was added by FINRA.
New Hire Roundup: Collins Named as TDAI’s Head of Advisor Transitions
Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.
New Hire Roundup: Aberdeen Adds NYC Office
This week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Bank’s Private Client Reserve in San Francisco.
New York Life Gives American College $5M for Ph.D. Program
The 12-course Ph.D. program in business administration—the only one of its kind—will help advisors hone their skills in financial literacy and retirement planning.
New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO
This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.
New York Life Targets Advisors in New Ad Campaign
A new ad campaign by New York Life Insurance Company is focused on financial advisors as the company seeks to position itself and its subsidiaries as providers of guaranteed lifetime streams of income.
New York Life, Ibbotson Develop Wealth Management Tools
Lifetime Wealth Strategies includes value of human capital
National Financial Partners named Daniel Young president and COO of NFP Securities, Inc., NFP's broker/dealer. Before joining NFPSI, Young was president and CEO of NYLIFE...