Industry

Orion’s accounting and performance review software provides SWS advisors with performance dashboard.

Paladyne Systems has appointed Paul Cucurullo as senior director of sales to lead and develop the Paladyne offering for long-only asset managers and investment advisors.

Marc Jimenez, former regional director for Dimensional Funds, a $240 billion mutual fund family, has joined Cambridge Southern Financial Advisors to run the firm’s new Denver office.

Principal Funds’ president and CEO Nora Everett has been elected to the Investment Company Institute's Board of Governors.

Raymond James Executive Chairman Thomas James said he is optimistic that the financial services industry can work more closely with regulators, even as evolving regulations such as a uniform fiduciary standard and the Volcker Rule have started off with the wrong approach.

Kathleen Gaffney, a member of Loomis, Sayles & Company’s multisector “full discretion” fixed income portfolio management team, has left the firm to join Eaton Vance as co-director of Investment Grade Fixed Income.

Goldman Sachs Group Inc. changed how it calculated year-end bonuses in 2005, corrupting a culture of teamwork that existed previously, according to a book published today by former employee Greg Smith.

Bank of America Corp., the lender that got a $5 billion boost from Warren Buffett last year, now has the “top capital” among peers and is capable of paying a bigger dividend, said Chief Executive Officer Brian T. Moynihan.

Socially responsible shop Calvert Investments has added Darryl Keeton as director of internal sales, responsible for internal-external sales team partnerships and developing the firm’s internal sales team.

The value of RIA mergers and acquisitions activity for 2012 looks set to top 2011 totals, according to a new report.