Advisors Giving Back: Holiday Slideshow, Part I
In our latest slideshow, we pay homage to advisors and their partners who share of their time and talents with their local, national and global community.
New Hire Roundup: Beale, Kayajanian Join Security Benefit; DOL Picks New ERISA Council Members
This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.
Five Good Questions for LPL's Jeffrey Kleintop
The chief investment officer shares his views on the markets, Occupy Wall Street and more.
About the Planner: Debra K. Brede
Debra K. Brede President D.K. Brede Investment Management Company 1253 Highland Avenue Needham, Massachusetts 02492 Phone: 781-444-9367 E-mail: firstname.lastname@example.org Web site: www.bredeinvestment.com Year firm founded: 1989 Assets under management: $434 million Number of clients: 600 Compensation:...