The Latest

  • The wirehouse picked up two veteran advisors, each with more than 20 years of industry experience.

    October 12
    Wells Fargo signage displayed outside a bank branch in Dallas on Monday, July 10, 2017 Bloomberg News
  • David Kretzschmar is an associate in the Munich office of Oliver Wyman. He has more than five years of experience in consulting in the energy and manufacturing industries, focusing on digital and organizational transformations, operational efficiency and restructuring. He holds the German degree “Diplom-Wirtschaftsingenieur” from TU Dresden with a focus on knowledge management, controlling and automotive engineering.

    October 12
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  • Thomas Fritz is a partner in Oliver Wyman’s Energy practice. He has more than 10 years of experience in the energy industry. He holds a Ph.D. degree in Strategic Management from the Jacobs University Bremen and a diploma in Business Administration from Justus-Liebig-University.

    October 12
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  • Brent Skinner is principal analyst at Nucleus Research covering technologies in human capital management (HCM). Brent joined Nucleus from the vendor side, where he played a key role in supporting the thought leadership of subject matter experts in the executive suite. Previously, he was technology editor for HRO Today. Prior to that, Brent was a research consultant to Kennedy Information and contributing editor to Executive Recruiter News. Since January 2003, he has been an adjunct instructor of business writing at Boston University, where he earned his master’s degree. Brent received a bachelor’s degree from the University of New Hampshire.

    October 12
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  • Clausing is a New Mexico-based freelance writer.

    October 12
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  • Simeon Schindelman is CEO of Brighton Health Plan Solutions.

    October 12
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  • Abby Schneiderman is co-founder and co-CEO of Everplans.com, a life and legacy planning company.

    October 12
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  • Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

    October 12
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  • The bank, which has a focus on millennial investors, cited Cetera’s technology tools as a particular attraction.

    October 12
    Cetera headquarters
  • Jessica Cheney is vice president of strategic solutions for Bottomline Technologies.

    October 12
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