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James Dunlap will continue in his role leading the bank's private wealth businesses as the company prepares for the acquisition of FirstMerit Corp. in the third quarter.
June 1
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These college savings portfolios have adequate exposure to large-cap equities and other core assets, but aren't as good on more specialized investments compared with target-date funds.
June 1
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A behavioral index fund is one investment option that is sorely missing from the marketplace, says Allan S. Roth of Wealth Logic.
June 1
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The New Jersey bank moved its investment services program to Raymond James after a 14-year relationship with Essex Securities.
June 1
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Irv Lichtenwald is president and CEO of Medsphere Systems Corporation, the solution provider for the OpenVista electronic health record.
June 1 -
Weiskirch’s career spans 25 years in employee benefits and benefits and HR technology fields. He advises brokers, employers and benefit solution providers on how to leverage technology solutions to expand their business and improve process. His work includes the development of private exchanges, the selection of systems and the automation of client HR departments. Michael’s firm, EmployeeTech, is the developer of HealthCostManager, an online analysis tool for health plan sponsorship. He is frequent speaker the author on benefits and HR technology issues including two recently published articles “A Framework for a Private Exchange” and “ACA’s new Math”. \n
June 1
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The firm is facing a lawsuit on behalf of investors who lost money in a $350 million Ponzi scheme.
June 1
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Close scrutiny of data from the nation’s largest IBDs reveals some surprising shifts, with more to come.
June 1
