Industry

Veteran portfolio manager Jeffrey Knight, who recently left Putnam Investments, has turned up at Columbia Management as Head of Global Asset Allocation.

Karl Dasher, Head of Fixed Income at Schroders, will inherit the role of chief executive officer, North America on July 1, 2013 from Jamie Dorrien-Smith, who will retire from the firm.

Dynasty Financial Partners announced Monday it hired Michael Moriarty as director of investment platforms.

Brown Advisory, an independent investment management firm with $33 billion in assets under management, announced the appointment of Porter Schutt and Bill Dugdale as partners in the firm’s Wilmington, Del., office.

Forward Management has added two investment analysts to their global healthcare investment team. 

As RIA firms grow and attract larger customers, $2 million in client AUM is the cut-off above which pricing rises favorably for RIAs, according to a new study.

As an increasing number of fee-based advisors leave wirehouses to go independent, some custodians are experiencing some of the strongest growth in the financial industry. Here are the top 15 custodians as ranked by RIA assets.

Fidelity Financial Advisor Solutions, the Defined Contribution Investment Only unit of Fidelity Investments, is looking to grow its team of wholesalers.

The Rockville, Md., firm hopes to grow rapidly by targeting smaller firms with an equity partnership deal and, ultimately, profits. Can the strategy made famous by United Capital and HighTower work down market?

The boutique wealth management firm has nabbed three advisors with over $400 million in client AUM.