Pershing’s NetXInvestor: Portal for Multiple Generations of Clients
Built “from the ground up,” platform offers customization and advisor control to meet differing needs of clients of all ages.
DoubleLine’s New Equity Fund Managers Grab ‘Opportunity of a Career’
Now that DoubleLine is three years old, the Los Angeles-based fund firm has the stability and financial resources to take on a new challenge.
Spend Wisely on Technology
Let’s get right to the bottom line: Technology costs money.
Raymond James Retires Morgan Keegan Brand, as Tech Transition Ends
Raymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems.
Chip Roame: The 2012 IA 25 Extended Profile
“It’s like drinking from a fire hose.”
New Hire Roundup: Oliner, Kleinke Join AEI; Bozek Advances at Prudential
This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.
Let Go to Grow
The trick to creating a successful independent advisory firm is exactly the
opposite of what is taught by business schools and business gurus.
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.