New Hire Roundup: Obama Taps Massad as CFTC Chief
Meanwhile, SEC named Gaunt chief of enforcement division’s municipal securities and public pensions unit, Rob Jasminski joined Citi Private Bank and more.
New Hire Roundup: FPA Welcomes David Brand Back to the Fold
Also this week, Securities America names a director of practice succession and acquisition and a new member for its recruiting team, while an SEC litigator joins WIlmerHale.
Finke’s ‘Bizarre’ Discovery: Stocks Safer in Long Term
Are stocks long-run winners, or should investors stick with less risky products? A 20-country study by Michael Finke and others says stocks are the best choice.
American College Launches Comprehensive Planning Designation
The American College announced that it is launching a new designation: the Financial Services Certified Professional (FSCP).
How to Lose Clients and Alienate People on Social Media
An online connection is not a relationship. In fact, advisors who use social media indiscriminately may alienate clients, a report from The American College warns.
Finke Says Jump in Rates No Panacea for Savers, Retirees: Live Blog, Day 1
Perusing some investment literature in the Morningstar conference's lonely press room, I see an old retirement report and a conflicting story in today's Journal that prompts me to call up Michael Finke to sort it out.
New Hire Roundup: Nautilus Group Names Grisham CEO
This week in new hires, Brooke Zrno Grisham was named CEO of the Nautilus Group and George Connolly was elected to the board of trustees of the American College.
Portfolios, Planning and the Pursuit of Perfection
A look at how advisors can do a better job at giving clients what they really want from a financial advisor.
New Hire Roundup: Gail Cohen to Chair New York Bankers Association
This week in new hires, Porter Schutt and Bill Dugdale joined Brown Advisory, and Brian Major went to AlixPartners.
New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.