“Dan’s extensive experience in building businesses and his broad knowledge of global capital markets make him an ideal choice to lead Pioneer Investments’ U.S. divisin,” said Giordana Lombardo, deputy chief executive officer of Pioneer Global Asset Management. “He is a long-time member of the Pioneer Investments management team and has a deep knowledge of our global business, which will help him leverage resources across the company. He is also a skilled manager who brings tremendous energy and enthusiasm to everything he does, and this will serve him well in his new position.”
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Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth client, from golfing to finding the right CPA.
August 21 -
Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain professional certifications.
August 21 -
A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
August 21 -
A new guide from the CFP Board is meant to help advisors through offering 401(k) rollover recommendations, which can be a tricky area for compliance.
August 21 -
Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.
August 20 -
With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.
August 20









