6 Things Advisors Need to Know About Target-Date Funds
As TDFs get ever more popular, Putnam pinpoints crucial facts to understand before jumping in with both feet.
5 LinkedIn Privacy Tips Every Financial Advisor Should Know
LinkedIn is becoming an ever-more-powerful business tool. Here's how to protect your privacy while staying easily findable and growing your network.
New Hire Roundup: OppenheimerFunds Makes Personnel Changes
Also in new hires, Snowden Capital Advisors adds a new vice president and controller while BrightScope has hired a new VP of data solutions.
Retirement Tools to Motivate Phone Junkies and Competitors
The Principal now lets workers sign up for 401(k)s via text message; Putnam channels investors' urge to keep up with the Joneses.
New Hire Roundup: Sonnenberg Joins Glassman Wealth Services
Also this week in personnel announcements and new hires, Tony Leonard joined OneAmerica.
ING U.S. Names Halloran President of ING Financial Partners
ING U.S. announced Thursday that it has named Thomas Halloran as president of its registered broker-dealer, ING Financial Partners.
New Hire Roundup: FPA Welcomes David Brand Back to the Fold
Also this week, Securities America names a director of practice succession and acquisition and a new member for its recruiting team, while an SEC litigator joins WIlmerHale.
Genworth Taps Industry Veteran Charles Goldman for Board of Directors
As Genworth Financial moves ahead in a partnership with two private equity firms, Goldman, known as a fiduciary advocate, takes the reins as board chairman.
Putnam’s Portrait of the ‘Social Advisor’: Younger, Likes LinkedIn, Gets Referrals
Study finds that advisors who use social media daily tend to be younger than average; 49% say they get new clients through social efforts.
Top Portfolio Products: Vanguard Takes Another Shot in ETF Fee War
Vanguard cuts fees on its 500 Index Fund ETF via a reverse share split, and Franklin Templeton launches two new global funds.