Phoenix Names New Investment Chief
By Staff WriterNU Online News Service, July 1, 4:12 p.m. -- The Phoenix Companies Inc., Hartford, has promoted Michael Haylon to executive vice president and chief ...
July 01, 2002
Independent Trust Companies DirectoryClick here to view our directory of Independent Trust Companies.
July 01, 2002
Wealth-Friendly DelawareFour of the independent trust companies in our directory (out of 68 respondents) are based in Delaware. Due to the many advantages The First State...
July 01, 2002
The View from SchwabDavid Peck, senior vice president for advisor business solutions at Charles Schwab's Services for Investment Managers division, is responsible for Schwab's Performance Technology Inc. unit,...
July 01, 2002
A Customer's PerspectiveJanet Tyler Johnson of Clifton Gunderson Financial Services, the advisory unit of a 150-partner regional accounting firm with 12 offices throughout the Midwest, has helped...
July 01, 2002
ABAR's OutlookMatt Abar, 31, is the founder of TechFi. At the time of the agreement to sell his company last month, Abar owned about 50% of...
July 01, 2002
Enriching the young, for everyone's benefitGene Balliett dislikes spoiled brats as much as the next guy, so what's he doing with a book to his credit called Make Your Kid...
July 01, 2002
The Top SellersThe VA policies with the most sales in 2001 Internal Total IssuerContractNew SalesSalesFlow TIAA-CREF TIAA and CREF$9,598.0$0.0$9,598.0Life Ins. Co.Retirement Annuity and Supplemental Retirement Annuity VALICPortfolio Director Plus4,117.7865.04,982.7 Hartford Life Director3,429.1276.93,706.0Ins....