Industry

The TCW Group has added a pair of alternative investment shops and a new head of alternative products to its Christmas stocking this year.

For Pedro Marti, who nabs the number 38 slot on On Wall Street’s 2012 list, serving as a financial advisor at Wells Fargo is the perfect blend of financial analysis and personal interaction.

Industry experts and thought leaders make their predictions about what is to come for advisors and investing in 2013.

Eagle Asset Management today announced that it has completed the purchase of a 45% ownership stake in San Diego-based ClariVest Asset Management.

Celebrating its two-year anniversary with an announcement of its 11-figure status, New York-based Dynasty Financial Partners aims to separate itself from the myriad of firms offering services to registered investment advisors.

Wells Fargo financial advisor Matthew Fryar, who ranks number 39 on On Wall Street’s 2012 list, says providing personalized services has meant a heavy emphasis on looming tax changes.

Oppenheimer Funds’ New York Board has added two new members to its roster in the form of Joanne Pace and Admiral Edmund Giambastiani, Jr.

For Annemarie Thomas, a Wells Fargo financial advisor who ranks number 40 on On Wall Street’s list, now is the time to take advantage of a “sea change” for women and finances.

Another former aide to Mary Schapiro takes up a new leadership role at the Securities and Exchange Commission.

Ex-CFP Board Chief Alan Goldfarb Leaves Weaver, Opens New Planning Firm