Practice

Frederick (Rick) Wise and Jonathan Block will be joining the firm as managing directors and senior equity research analysts covering healthcare. In addition, Robert Mains has joined the firm as a managing director, providing research coverage of healthcare providers and real estate companies.

Morgan Stanley Smith Barney is rolling out LinkedIn and Twitter to its full 17,000-member financial advisor force with the aim of helping to make time spent in front of the computer more effective than cold calling client prospects.

Putnam Investments today unveiled a trio of new hires in the defined contribution investment-only and DC advisor-sold channels.

The new hires represent only a small fraction of the more than 250 financial planners that Baird has brought on since 2009 and compliment the approximately 15 offices the company has opened in the same period. According to John Mabee, vice chairman of Baird Private Wealth Management, the firm is not looking to stop now.

It's been more than a year since Richard Davies joined Russell Investments as Managing Director- Defined Contribution.

On June 26, 2012, Manning & Napier has rolled out a suite of 10 actively managed target date funds which will invest in a variety of exchange-traded funds.

On June 26, 2012, Putnam Investments today unveiled a trio of new hires in the defined contribution investment-only and DC advisor-sold channels.

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.

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.

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.