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The Certified Financial Planner Board of Standards, Inc. has added two newly created positions.
March 18 -
Two brand name firms are extending their exchange-traded fund distribution venture. Fidelity Investments and BlackRock has teamed again up to bring iShares ETFs to Fidelity's army of investors.
March 17 -
Nationwide Funds Group, the mutual fund business of Nationwide Financial, has added five new wholesalers to its sales team.
March 14 -
Ty Schlobohm and Mark Ambrose joined as private client advisors, while Mark Broderick joined as a private client consultant.
March 13 -
Paul Springmeyer joined the banks Private Client Reserve unit as a senior portfolio manager and John Ostrand joined as a trust officer.
March 11 -
Munder Capital Management has hired Jim Kourkoulakos, a former portfolio manager and co-head of credit research at California Public Employees Retirement Service (CalPERS), as a senior portfolio manager for fixed income.
March 11 -
Kristen Pelling has joined Putnam Investments to fill a new role focused on large market defined contribution recordkeeping sales.
March 11 -
Forbes has compiled its list of the world's billionaires and a few mutual fund executives have made the cut.
March 8 -
Expect improvements in kasina's productivity benchmarking and advisor insights services with the hire of a new product manager.
March 8 -
Neuberger Berman has appointed Hirofumi Gomi, former commissioner of the Financial Services Agency (FSA) of Japan, as executive adviser of its East Asian operations, effective March 1.
March 6 -
In an effort to expand its investment abilities in international equity markets, Fred Alger Management has hired a team of experts from Allianz Global Investors, the New York-based firm announced Tuesday.
March 6 -
Forbes has compiled its list of the world's billionaires http://www.forbes.com/billionaires/ and a few mutual fund executives have made the cut.
March 6 -
Robert Stevenson, a 14-year veteran of Northern Trust Co., will provide high-net-worth clients with integrated investment services.
March 6 -
South Korea-based Mirae Asset Global Investments has just named to its US subsidiary, Mirae Asset Global Investments (USA), a new chief executive officer, president and chief operating officer, effective immediately.
March 5 -
Ft. Lauderdale, FL-based Community Capital Management, which bills itself as a fixed income impact investing manager, has named Barbara VanScoy to the new position of chief impact investment officer.
March 5 -
State Street Global Advisors has appointed Maria Dwyer as chief risk officer, effective immediately.
March 4 -
Paul Schaeffer, managing director, Strategy & Thought Leadership, at alternative mutual fund shop Forward, is calling it quits after more than two years on the job, Money Management Executive has learned.
March 4 -
Anne Copeland, an executive vice president of the banks Wealth Management Group since April 2012, will lead Regions efforts to provide banking, trust, and investment management services to affluent and high-net-worth individuals.
March 4 -
It's been more than three years since the Securities and Exchange Commission adopted a new rule requiring boards to disclose whether and how they go about recruiting more diverse directors.
March 1 -
William Galvin, Secretary of the Commonwealth of Massachusetts, last week called out Charles Schwab & Co. for recently changing up its customer arbitration agreements by striking its investors' ability to join class action lawsuits.
March 1

