New Hire Roundup: Great-West Financial Names Manello CFO
Also in new hires, Treasury's Office of Financial Research added 11 new members to its financial research advisory committee.
IMCA’s ‘Capstone Gathering’ in Boston Attracts 1,700 Attendees
Executive director and CEO Sean Walters says event is growing in attendance even as its overall membership swells, with more independent advisors joining.
New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.
Mariner Wealth Buys New Jersey RIA With $817M in AUM
CEO Marty Bicknell doesn’t mind the term “rollup firm,” but he says there's a difference between Mariner and other firms that acquire RIAs.
New Hire Roundup: Foundation for Financial Planning Adds 4 to Board
Meanwhile, Brown Advisory has added a partner, and Mariner Wealth Advisors welcomes a senior wealth advisor.
New Hire Roundup: Sonnenberg Joins Glassman Wealth Services
Also this week in personnel announcements and new hires, Tony Leonard joined OneAmerica.
Top Portfolio Products: Fidelity Rolls Out Short-Duration Bond Funds
New products introduced over the last week include a global industrials fund from T. Rowe Price and 14 new Nasdaq OMX indexes.
2 Merrill Reps Go Indie, Join Dynasty Financial
This brings the TRUE Group to about $500 million in assets, with plans to keep growing over the next few years.
Michael Branham: Proponent, and Beneficiary, of FPA NexGen
FPA’s president is an unabashed cheerleader for NexGen group’s current reality and future promise.
The Client Newsletter: Canned or Customized?
The client newsletter costs money and time to produce, but fail to put it out and you have dispensed with a valuable communication tool.