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The firm’s efforts to attract talent away from rivals boosted headcount by a net 57 advisors in 2018.
February 1
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Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.
February 1
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Volatility “makes investors a little bit more negative and cautious,” says DWS Chief Financial Officer Claire Peel.
February 1
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CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.
February 1
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Barrett Burns is president and chief executive officer of VantageScore Solutions LLC, an independently managed joint venture of the three national credit reporting companies, Equifax, Experian and TransUnion, and the company behind the VantageScore consumer credit scoring model. He is a 2011 member of the Federal Reserve Board�s Consumer Advisory Council and a director of the Homeownership Preservation Foundation.
February 1
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As executive director of the Cloud Foundry Foundation, Abby Kearns leads the ecosystem of developers, users and applications running on Cloud Foundry, and works closely with the board to drive the Foundation’s vision and grow the open source project. Prior to Cloud Foundry Foundation, Abby focused on Pivotal Cloud Foundry as part of the product management team at Pivotal. She spent eight years at Verizon where she led product management and product marketing teams dedicated to the early days of cloud services. In her free time, Abby enjoys indulging in food and wine, and spending time with her husband and son.
February 1 -
Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.
February 1
