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Symetra Investment Services, Inc., the broker-dealer registered investment advisor arm of Symetra Financial Corporation, has hired John Forrest to serve as director of business development, responsible for managing relationships, development advisors and managing sales.
March 6 -
J.P. Morgan Asset Management has hired Richard Gray as managing director and institutional client advisor, based in New York and focused primarily on corporate defined benefit plans and public fund retirement plan clients. This is a new position reporting to Andrea Lisher, East Team Lead for Institutional Advisory Sales at J.P. Morgan Asset Management.
March 6 -
More and more often, RIAs are outsourcing certain functions so they can spend more time with clients and stay competitive, according to the firm.
March 6 -
AXA Equitable has hired Amy Radin to the new position of senior executive vice president and chief marketing officer.
March 6 -
IFP reports dramatic increases in revenue, financial advisors joining the firms network and client AUM.
March 6 -
Bradley Fisher will be taking over as managing director and leader of the Family Office Advisory Practice.
March 6 -
Chicago-based RIA HighTower has lured away HSW Advisors, a three-man team overseeing more than $1.4 billion for 50 clients, from Merrill Lynchs private banking and investment group.
March 5 -
State Street Corporation has appointed Dick Taggart to the post of head of Middle Office Outsourcing Operations across North America for the companys investment manager services business.
March 5 -
Three advisors from Merrill Lynch have left their posts to form COVA Wealth Management, a subsidiary of Raymond James Financial Services.
March 2
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Mutual of Omaha has named Seth Friedman to serve as 401(k) national sales director. He takes over for Michael Ziccardi, who left the firm in December to join Rekon Intelligence, which works with advisors to help them build out their businesses.
March 2
