New Hire Roundup: LPL Financial Welcomes Lochan
This week in new hires, Brendt Stallings and Husam Nazer joined DoubleLine, the MSRB board announced that it is looking for a few good applicants, and Citi named two new co-presidents.
New Hire Roundup: Layton to Run Neuberger Berman Wealth Group; New SIFMA Board Member
This week in new hires, Neuberger Berman announced that Brian Layton would head its Boston wealth management group; Paul Gamble was promoted at Financial Engines; and SIFMA announced that Kim Tillotson Fleming was named to its board.
Guaranteed Income Will Lead Annuity Industry in 2013
One of the defining trends for the annuity market in 2012 will continue in 2013: guaranteed income.
New Hire Roundup: Mozzocci Goes to Cantor Fitzgerald
This week in new hires, Cantor Fitzgerald Investment Advisors welcomed Theresa Mozzocci, and BondDesk announced that Howard Edelstein would add the role of CEO to his position as chairman.
Envestnet to Focus on Fiduciary With Fund Evaluation Group Announcement
The partnership is meant to complement the research on separate account managers, mutual funds, ETFs and liquid alternative investments available on the Envestnet Prima platform.
New Hire Roundup: TD Ameritrade Institutional Adds Dario
Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.
TDAI Names Dario Managing Director of Product Management
In this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.
Custodians Offer More Trust Services to BDs and RIAs
Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.
Young Investors’ Assets and Loyalty Up for Grabs by Wealth Managers
With some $40 trillion expected to transition to younger generations in the U.S. in coming decades, wealth managers must grow their online investing capabilities to lure younger investors, according to a study released Monday.
SunGard Launches Mobile Report Access App for Advisors
The new app, which is also available on mobile tablets, facilitates increased collaboration and effectiveness of client meetings.