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Nationwide Funds Group has merged the UBS High Yield Fund and UBS Global Equity Fund into the Nationwide High Yield Bond Fund and the Nationwide Global Equity Fund, giving Nationwide some $183 million in new assets
November 21 -
State Street Corporations Chief Financial Officer Edward Resch, 60 is leaving his post in 2013, after more than a decade in the role.
November 20 -
Carmela Elco, an executive of National Penn Bancshares retirement advisory business, will join the council next month to help with initiatives in research, public relations, general public education, regulatory positions, and practice management.
November 20 -
BlackRock has named Russ Koesterich as Chief Investment Strategist, responsible for communicating the firms investment strategy and perspective on the markets and economy to investors and financial advisors.
November 19 -
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Atlantic Fund Services has a new business director.
November 16 -
The firm promoted Garrett Alton, a managing director of sales for Georgia, to a newly created role overseeing the firms sales teams in key Central and Mid-Atlantic U.S. markets.
November 16 -
Prudential Retirement has strengthened its stable value team with the appointment of Michael Davis as its new head of stable value.
November 14 -
Robert Hagstrom has joined Legg Mason Investment Counsel as Chief Investment Strategist, responsible for communicating Legg Mason Investment Counsels strategies and market views.
November 13 -
Principal Global Investor has named Mihail Dobrinov head of the emerging market equities team, responsible for the management of $9.3 billion in assets, including portfolio management of the $1.62 billion Principal International Emerging Markets fund and $1.8 billion in Asian regional mandates.
November 13 -
Glenmede, a privately-held wealth management firm with $21 billion assets under management, has hired Timothy Fisk as vice president and wealth advisor, and Jeffrey Coron as director of Institutional and Intermediary Distribution.
November 12 -
ING U.S.’s Retirement business has hired Sam Ghazaleh as head of Investor Channel Sales for its Individual Retirement Markets, the company’s retail business that provides personal retirement, investment and income guidance and product solutions to pre-retirees, retirees and the rollover markets.
November 12 -
Beacon Pointe Wealth Advisors announced the addition of its third advisor partner, $130 million AUM RIA Wealth Management Network of Newport Beach, Calif. today. This marks the third deal in the last year and a half for national advisory partnership firm BPWA.
November 12 -
Broadridge Financial Solutions has made two executive appointments to fill out its management team.
November 8 -
Pioneer Investments is expanding its sales team in the Asia Pacific region with the additions of Martin Park as a sales director in Korea, Hiromi Wada as a Japan representative and Matthew Marks as Sales Director Institutional Asia.
November 7 -
U.S. bank has added two new professionals to its super-wealthy business and hired a former Morgan Stanley Smith Barney officer for its business serving high-net-worth clients.
November 7 -
Newfleet Asset Management, an affiliate of Virtus Investment Partners, has named David Albrycht as president and chief investment officer.
November 7 -
American Century Investments has appointed Patrick Bannigan to the position of executive vice president and chief operating officer, effective earlier this week on Nov. 5.
November 7 -
Peng Chen, current chief executive officer of Dimensional Fund Advisors Asia (ex-Japan) subsidiaries and Chairman of Dimensional SmartNest (Dimensional Retirement), is adding another title to his resume.
November 6 -
Jeffrey Carney may be looking for new digs and a new gig.
November 6

