New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology Officer
Meanwhile, Hartford Funds announced that Tom Scanlan, Tom Monks and Nick Hammer have joined as advisor consultants.
New Hire Roundup: Ohio Securities Commissioner Andrea Seidt to Lead NASAA
Stephanie Zaffos joined Convergent Wealth Advisors, Scivantage welcomed Jim Toussignant, and the SEC announced three staff promotions.
MFS Investment Management: ‘The Quiet Company With Lots of Success’
MFS is the nation’s oldest mutual fund company, widely credited with developing the nation’s first mutual fund.
New Hire Roundup: Rogers, Wolf Move Up at Gemini
This week in new hires, Andrew Rogers and Kevin Wolf moved up in the management ranks at Gemini; John Sullivan went to Dynasty Financial Partners; and Jonathan Bergman joined TAG Associates.
New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor
This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.
New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval
This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.
New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO
This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.
Top 20 Companies for Annuity Sales
Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.
Sun Life Financial to Exit Annuity Business
Sun Life Financial announced Monday that it will exit the annuity business effective Dec. 30, costing jobs in its Wellesley, Mass., and Portsmouth, N.H. offices.
New Hire Roundup: MFS Adds Geremia and Jessee; Dearing and Ryan Go to Cole Real Estate
This week in new hires, MFS Investment Management welcomed Carol Geremia and James Jessee as co-heads of global distribution and Cole Real Estate expanded its sales team with Bret Dearing and Jim Ryan.