John H. “Chip” Robison, Jr. has joined multi-faceted consulting firm Advanced Sales Corporation as director of sales training/business development. Robison will be responsible for delivering sales training at ASC, as well as developing new business in the training, consulting and resource services areas of the business. Robison was most recently president of JHR Energy Inc., an alternative investment partnership for high-net-worth investors, where he managed the entire business including all marketing, business development, client service and budget management functions.
The team has 11 advisors and will be the 99th advisory business to join the rollup firm.
The guidance clarifies how an investment advisor’s fiduciary duty relates to proxy voting on behalf of clients.
The case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
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