Daniel Kern, a former Charles Schwab portfolio manager, has left the company to preside over Advisor Partners, a firm that provides investment and wealth management platform solutions to advisors.

Kern will oversee investment management, sales and client service at the firm. He will also steer the development and implementation of investment strategies offered to advisors and institutions.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access