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Pioneer Investments is boosting its coverage of registered investment advisors with the addition of Brian Kilar as a wholesaler for the RIA channel.
August 2 -
There have been more advances in technology for independent advisors in the past decade than there were in the previous 30 years. And the speed of this change is accelerating even faster today, giving advisors more tools to provide even better service to an even larger group of clients.
August 2
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On August 2, 2012, Pioneer Investments is boosting its coverage of Registered Investment Advisors with the addition of Brian Kilar as a wholesaler for the RIA Channel.
August 2 -
Chaisson joins the boutique wealth manager after spending 19 years at Smith Barney, Bank of America and Fidelity Investments.
August 1 -
Citi Private Bank has hired Deutsche Bank executive Steven Young as a managing director and ultra-high-net-worth private banker in New York.
August 1 -
In the ongoing consolidation of the independent B-D space, insurer AIG's acquisition of Woodbury Financial Services brings the smaller firm in from the cold where it has become increasingly challenging to survive without a larger parent company.
August 1 -
You can always just add an advisor to the mix, but Kristen Pruitt, vice president of business development at Investment Professionals Inc., makes sure the cultural fit is right-or else the whole thing can fail.
August 1 -
Resist these common mistakes and make a smooth transition when hiring.
August 1 -
Stifel Nicolaus has hired Richard Ward in Irvine, Calif. He joins from Merrill Lynch, where he had more than $74 million in client assets under management and $680,000 in annual production.
August 1 -
As the London games take center stage, former athletes turned financial advisors talk about the big event and their careers.
August 1



