New Hire Roundup: Steve Dunlap to Head Wealth Management at Cetera
Also this week in new hires, Jeff Pawliger was named Janus' regional director for southern Florida, and PFM Group announced that Susan Musselman, Fred Eoff and Johanna Roodzant have joined with the acquisition of SDM Advisors.
Pershing Democratizes Managed Accounts With NetX360 Tech Upgrade
Pershing Managed Account Solutions' Steve Dunlap says Pershing's NetX360 technology platform has helped bring managed accounts to the mass market.
Pershing Co-CIO Announces 3 Big Technology Initiatives
Lucille Mayer steps into Suresh Kumar’s shoes and touts NetX360 for end clients, next-gen managed accounts and complete business solutions.
Managed accounts and the boomer meltdown
Hard-learned lesson No. 268 from the financial crisis: Even the most advanced, well-conceived and wisely applied investment product is vulnerable during a market meltdown. As advisors...
The Electronic Annuity
Technology has long been the driving force in getting rid of the middleman: Remove the salesperson and buy clothes from an online store. Remove the...
Web Agents of Change
In the new era of Internet insurance, expect new p