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Genworth Financial Wealth Management has added 20-year industry veteran Rico Casares to its practice management consulting team.
June 12 -
Financial advisors Robert Powell, Walter Urban and Tyler Mercer of Alpha Capital Partners have announced a partnership with Raymond James & Associates.
June 12 -
Advisors clearly need to change how their practices are staffed up in order to meet the challenge of running clean, client-focused businesses.
June 12
Financial Planning -
On June 12, 2012 Sentinel Investmentsfs CEO Christian W. Thwaites joined the board of directors of The Borgen Project, a national nonprofit organization committed to improving conditions for people living in severe poverty.
June 12 -
Over the course of a 30-year career, Steven Stahlberg worked for Wachovia, R.W. Baird and Morgan Stanley.
June 12 -
On June 11, 2012, Joseph Hunter has joined Curian Clearing, the clearing and operations organization for Curian Capital, as senior vice president of operations. In his new role, Hunter will work closely with the firm's sales partners, vendors and advisor office support staff.
June 11 -
On June 11, 2012, The Investment Company Institute has hired George Shevlin as its new Political Affairs Officer, responsible for managing the Institutes political program, including the Political Action Committee.
June 11 -
On June 8, 2012, Global X Funds filed paperwork with the Securities and Exchange Commission for two more ETFs employing the same investment strategy as its GURU ETF, which debuted this week.
June 8 -
Financial services software giant SunGard has launched a service for international fund processing and distribution, as part of its overall SunGard Global Network Funds service.
June 8 -
Denver-based Curian Capital, LLC has added of four new executives to the product development and asset management teams.
June 8
