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The Milwaukee-based company hired Brian Rauscher as a chief portfolio strategiest to run the new group
June 6 -
Citi Private Bank hired Stephen Baird as director of its Houston branch, where he will provide private banking services to ultra-high-net-worth individuals and families.
June 5 -
On June 5, 2012, ING Investment Management US ramped up its defined contribution investment only team with a trio of new hires.
June 5 -
Dan Arnold will replace Robert Moore, the former CFO who was named president and chief operating officer of LPL in May.
June 5 -
Patrick J. Cappatt joined the team to help the firm attract new clients, families, endowments and foundations throughout the Pittsburgh region.
June 5 -
Citi has expanded its coverage of the investor servicing consultant community for asset managers with the appointment of Frederick Bailey as head of North America consultant relations.
June 5 -
After more than three decades in the asset management industry, Bob Doll, BlackRocks chief equity strategist, has decided to retire from the firm.
June 5 -
On June 5, 2012, Bob Doll, BlackRocks chief equity strategist, decided to retire from the firm.
June 5 -
On June 4, 2012, Citi expanded its coverage of the investor servicing consultant community for asset managers with the appointment of Frederick Bailey as head of North America consultant relations.
June 4 -
Morgan Retirement Plan Services, the retirement plan record keeping business of J.P. Morgan Asset Management, has hired Bill McDermott in a newly created role as head of sales and client solutions.
June 4 -
Investors took $4.92 billion out of mutual funds in the week ended Wednesday, May 23, according to the Investment Company Institute.
June 1 -
J.P. Morgan Retirement Plan Services, the retirement plan record keeping business of J.P. Morgan Asset Management, has hired Bill McDermott in a newly created role as head of Sales and Client Solutions.
June 1 -
Edward Jones has hired Emmy-award winning reporter/anchor Marc Cox of KMOV-TV in St. Louis as a financial advisor. Cox will be ready for business by late August.
June 1 -
The managing director and vice chairman of private wealth management at Robert W. Baird & Co. discusses his 36 years in the securities business.
June 1 -
Talking to the leaders on the front lines of the financial advisory industry.
June 1 -
Planners who specialize and maintain that focus help themselves and their clients.
June 1 -
On May 31, 2012, Robert B. Kaplan, former co-chief of the Asset Management Unit of the U.S. Securities and Exchange Commissions Division of Enforcement, joined Debevoise & Plimpton LLP as a litigation partner resident in the firms Washington, D.C. office.
May 31 -
On May 31, 2012, Morningstar, Inc. named Thomas Idzorek, chief investment officer of Morningstar Investment Management, to president of Morningstars global Investment Management division.
May 31 -
On May 30, 2012, Teucrium Trading, LLC named Steve Kahler, who joined the firm in November 2011, as its chief operating officer.
May 30 -
The New York-based company hired Austin J. Philbin as a senior consultant of RIA services and Monique Miller as director of business management.
May 30
