Raymond James Taps Retirement Exec From Janney Montgomery
Frank McAleer, a nearly 30-year industry veteran, comes on board to focus on platform, other tools.
Pershing to Launch Retirement Plan Network
Meanwhile, affiliate Albridge is introducing a wealth reporting platform; Pershing talks about its asset growth at Insite conference.
Morningstar to Acquire HelloWallet
Morningstar will pay $39 million for the part of HelloWallet it does not yet own; it plans to complete the deal in the coming days.
Prudential: Advisors Failing to Meet Hispanics Along Continuum of Immigrant Life
Prudential Financial’s 2014 Hispanic American Financial Experience survey reveals that advisors need to do much more legwork to understand and properly serve the Latino community.
Biggest Uncertainty for Retirement Advisors: What Will Fiduciary Look Like?
There are some potential developments retirement plan advisors should look out for in 2014, but not all of them are negative.
4 Things for Fiduciaries to Consider With IRA Rollovers
New Pershing white paper tackles complicated proposed actions by DOL, SEC on the question of fiduciary duty.
New Hire Roundup: IMCA Announces 2014 Board
Also this week, Celine Colgan joined the Presidio Group, Girard Securities welcomed David Bombart and National Planning Corp. promoted Scott Montgomery.
New Hire Roundup: IMCA Names Whiting National Sales Director
John Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.
Straight Talk on Straight-Through Processing
Pay no attention to that man behind the curtain. Try if you like, but David Fetter makes it exceedingly difficult.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.