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Fidelity Investments opened its new regional office near Denver with a ceremonial ribbon-cutting event attended by Governor John Hickenlooper; Mayor Pro Tem of Greenwood Village Gary Kramer; representatives from the local business and nonprofit communities; and Fidelity executives and associates.
September 23 -
New hires bolster the firm's recruiting and succession planning units.
September 23 -
Today Blackstone hosts its inaugural Veterans Hiring Summit to support the hiring of American veterans across its portfolio companies. In support of the White Houses Joining Forces initiative, in April Blackstone committed to hire 50,000 American veterans across its portfolio of 78 companies over the next five years.
September 23 -
BNY Mellon Wealth Managements recruiting campaign is in full swing. The wealth manager recently hired two senior directors of business development, the latest in a flurry of hires to boost its sales force by 50% by the end of 2014.
September 23 -
The CFP Boards strategy of punishing some certificate holders over compensation disclosure issues in what critics charge is an arbitrary manner threatens the future of the CFP designation, according to one of the early leaders of the board who also chaired its disciplinary commission.
September 23 -
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Executives at mutual fund companies, asset management companies and support providers rated client reporting--which included any reporting that is created for the purpose of distribution to clients--as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.
September 23 -
The new hires will be responsible for business development and identifying opportunities for expanding the firms client base.
September 23 -
The charitable planning conversation should be a natural part of the discussion with clients when talking about the current and long-term goals of their wealth. Here are 10 questions advisors can ask to start the conversation.
September 23
American Endowment Foundation -
Aging retirees are posing new challenges for the planners who council them.
September 22



