Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
New Hire Roundup: Mercer Adds Execs
Also, Doug Dachille joined AIG as chief investment officer, while Kent Weaver returned to Glenmede, and J. Keith Morgan joined TIAA-CREF.
New Hire Roundup: O’Connell Named Chief Risk Officer at Phoenix Cos.
Meanwhile, The Angel Capital Association elected Christopher Mirabile as chairman and Linda Lorraine Smith as vice chairwoman.
New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology Officer
Meanwhile, Hartford Funds announced that Tom Scanlan, Tom Monks and Nick Hammer have joined as advisor consultants.
American Century Grabs Ex-Wilshire Exec to Roll Out Liquid Alts
Cleo Chang will be in charge of the fund firm’s introduction of liquid alternative mutual funds expected later this year.
At TD Ameritrade Gathering, Technology, Trusts, Diversity—and Blue Jeans
TD Ameritrade Institutional's annual advisor gathering featured well-received addresses by people like Leon Panetta and Magic Johnson and a last-night party headlined by the Steve Miller Band.
2 ETFs That Invest in Liquid Alts
One fund dominates the liquid alternative ETFs category, but the investment options are expanding.
Fall of the Bond King: Gross Lost an Empire as PIMCO Cracked
Interviews with 25 current and former PIMCO employees paint a complex picture of the events that led to Gross’s departure.
Ritholtz: Guess How Much Money Bill Gross Made Last Year?
Gross made nearly as much money at Pimco as 20 CEOs combined. Was he worth it? Barry Ritholtz asks.
New Hire Roundup: Needleman Named to CFPB Advisory Board
Meanwhile, Dave Rau will head the trust tax group at U.S. Bank Wealth Management.