LPL Names Russell’s Parker to Lead Investment and Planning Solutions
Parker will be based in San Diego and report to Robert Moore, the firm’s president of advisor and institution solutions.
Should You Expose Your Clients to Managed Futures?
The 2008 market star has dimmed considerably over the past three years, but understanding how managed futures work should give you insight into when they are a good fit for clients.
New Hire Roundup: Putnam Names New GAA Leadership Team
This week in new hires, Putnam announced a new leadership team for its global asset allocation organization, and Steve Antonakes became acting deputy director of the Consumer Financial Protection Bureau.
A lot of broker-dealers have invested in the retirement income space.
Demographic Nightmare: Boomer Retirement Disaster Looms
"We’re living into our 80s, 90s and 100s," says Wilmington Trust's Kathryn Karlic. "We’ll have four generations around a single pocket of wealth, with 80-year-old women taking care of their 100-year-old parents."
New Hire Roundup: James Hanna Joins Genworth; Morningstar CFO Departs
This week in new hires, Genworth hires a new CTO; Morningstar announced changes in its senior management; and FSI hired Kathryn Anderson and added 500 new advisor members.
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.
Advisors Expect Strong Growth in Return on Assets in 2013: Russell Survey
Advisors will focus on clients approaching retirement to boost ROA growth.
Top Portfolio Products: Schwab Launches ETF Website
Russell introduces a new strategic-call overwriting fund, and Focus Financial rolls out succession-planning tool.
New Retirement Pro Emerges From Altered Landscape
How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.