Ex-NFL, Ohio State Players Tackle New Advisor Roles
By Janet LevauxOne former football player has gone independent after time with Merrill, while another is joining the firm that manages his money.
December 10, 2019
Raymond Farmer to Lead NAIC in 2020Farmer was named to head the South Carolina Department of Insurance by Nikki Haley.
December 10, 2019
DFA Taps Dallmer as COOThe veteran executive has worked at BlackRock and NYSE as part of her roughly two decades in the business.
December 10, 2019
Carr Named Chief Advisory Officer of WMS PartnersThe former PNC exec is set to head up team of 30 financial professionals serving the Baltimore wealth market.
December 10, 2019
Joe Duran: Why I Sold United CapitalAt the MarketCounsel Summit, Duran detailed why he sold his business to Goldman Sachs.
December 10, 2019
CPA Execs Tighten Forecasts for Profit, Revenue Growth in Q4But their optimism on the U.S. economy ticked up slightly as trade-war fears eased, AICPA reported.
December 10, 2019
States May Give You an Annuity Relationship Carton LabelHere are 3 of a big producer group's concerns about a form that could summarize you.
December 10, 2019
Morningstar Launches a New Framework to Analyze Equity FundsIt goes way beyond the Style Box, which was limited to the market cap and growth or value style of fund holdings.