Processing Content
He joins the firm from
Jobe is also a director and chairman of the legislative committee for the
Barclays Hires Jobe as iShares 529 Chief
Published April 07, 2009, 10:29 a.m. EDT
1 Min Read
For reprint and licensing requests for this article, click here .
MORE FROM FINANCIAL PLANNING
-
Gary Carrai draws on his previous experiences as a financial advisor to recognize what sorts of technical advances are most likely to be useful to LPL advisors and clients — and how much change they can tolerate at once.
1h ago
-
In his new role at Wells Fargo, Andre Mansour is harnessing his Google experience to bring efficient, meaningful systems that assist both advisors and clients.
June 19
-
Median sale prices for RIAs have long been ticking upward. But some valuation experts argue that impending retirements could lead to an oversupply of firms on the market — and lower price tags.
June 18
-
Financial advisors and their clients must prepare for the possibilities of a stock downturn, unexpected early retirement, long-term care and inflation, experts say.
June 18
-
Raising firm fees — whether under a flat-fee or AUM model — is essential to maintaining a profitable RIA. Wealth advisors shared how they were able to increase prices and revenue with little client turnover.
June 18
-
With the clock ticking toward the Social Security fund's projected insolvency, advisors might take different approaches depending on clients' ages and levels of wealth.
June 17
Load More