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On June 26, 2012, Putnam Investments today unveiled a trio of new hires in the defined contribution investment-only and DC advisor-sold channels.
June 26 -
Raymond James latest additions include Bill Carmel, Todd Carmel, Donn Carmel and Mario Quintero Jr., a former Morgan Stanley Smith Barney financial advisor team based in Westlake, Ohio.
June 26 -
On June 26, 2012, United Technologies Corporation has taken the retirement income plunge with the launch of the Lifetime Income Strategy, a customized age-based default investment option designed by AllianceBernstein.
June 26 -
Investment Professionals Inc. will provide investment and wealth management services to Eclipse Bank, a $135 million community bank based in Louisville, Kentucky.
June 26 -
Nine out of 10 independent registered investment advisors say their roster of clients has increased or remained steady in the past 12 months and that has them looking to add staff in the year ahead to sustain that growth.
June 26 -
A portfolio overlay system from Smartleaf will add customization and consistency to wealth management at Peoples United Bank.
June 26 -
Hundreds of medium-size RIAs are procrastinating and face the specter of de-registration by the SEC if they do not file for state registration by Thursday.
June 26 -
John Hancock has beat out Fidelity Investments and ING for bragging rights as defined contribution investment-only manager top dog, according to a study by Cogent Research.
June 26 -
The T. Rowe Price Personal App for iPhone and iPod touch provides investors the opportunity to manage their accounts and view fund information on the go.
June 26 -
Jackson National Life Insurance launched the Elite Access iPad application, following the rollout of the firms newest product offering.
June 26
