MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Financial Planning
October 1, 2010
On The Job Campbell Wealth Management appointed Josh Goulding as its director of insurance... Cetera Financial Group has hired Kian Rafia as director of advisory products... Ann Slotwinski was named to the board of directors of the National Institute of Pension Administrators... etc. mark for My Articles similar articles
Investment Advisor
December 2007
Changes The Financial Planning Association announced that Richard Salmen of GTrust Financial Partners... New York Life Investment Management appointed David Bedard as senior managing director... etc. mark for My Articles similar articles
Financial Planning
September 1, 2008
On the Job American College hires Craig W. Lemoine to serve as assistant professor of financial planning... Fidelity Investments names Joseph A. Giordano executive vice president of relationship management... LPL Financial in San Diego has appointed Mark Helliker managing director... etc. mark for My Articles similar articles
Financial Planning
March 1, 2006
Marshall Eckblad
On the Job Three senior executives move into new roles at Todd Investment Advisors... The Foundation for Financial Planning has named three new members of its board of trustees... etc. mark for My Articles similar articles
Investment Advisor
April 2007
Changes-April 2007 New York Life Insurance Company announced that Christopher Blunt was appointed senior VP and COO... Jonathan Spector, vice dean of The Wharton School at the University of Pennsylvania, was named president and CEO of The Conference Board... etc. mark for My Articles similar articles
Investment Advisor
July 2007
Changes Shawn Dreffein, president of National Planning Corporation has retired... American Century Investments appointed Barry Fink... etc. mark for My Articles similar articles
Financial Planning
January 1, 2006
On the Job Fiserv Investment Support Services has appointed Vice President Sean Gultig head of its Advisor Services area... National Planning Holdings has appointed chief compliance officers to three of its network firms... etc. mark for My Articles similar articles
Financial Planning
June 1, 2007
Marshall Eckblad
On The Job Bear Stearns in New York has named Suresh Chakravarthi and Shailesh Shah as managing directors for information technology... John Hancock in Boston has hired Michael Zargaj as vice president... etc. mark for My Articles similar articles
Investment Advisor
November 2007
Changes Securities and Exchange Commissioner Annette Nazareth announces her intention to leave the Commission... Derek Bruton joins LPL Financial Services as CEO... CFP Board appoints Carol Lee Roberts to the position of managing director of Examinations and Education... etc. mark for My Articles similar articles
Financial Planning
June 1, 2005
Jennifer A. Liptow
On the Job George L. Divel III has joined the Baltimore branch of GunnAllen Financial... The Investment Company Institute in Washington has appointed Peter J. Gunas III... etc. mark for My Articles similar articles
Financial Planning
February 1, 2006
Marshall Eckblad
On The Job Curian Capital has named Michael Bell president and CEO... Raymond James Financial Services has appointed James A. Fulp as executive vice president... Fiduciary Trust International announced Henry P. Johnson will become the company's new president... etc. mark for My Articles similar articles
On Wall Street
December 1, 2009
Pat Olsen
Bill Morrissey Bill Morrissey, of LPL Financial, talks about his 23 years in the securities business. mark for My Articles similar articles
Financial Planning
May 1, 2005
Jennifer A. Liptow
On the Job Allstate Distributors in Northbrook, Ill., has appointed DeeAnne Asplin to... Lane Jones has been promoted to chief operating officer of Evensky & Katz... RiskMetrics Group in New York has appointed Arthur Levitt... etc. mark for My Articles similar articles
Registered Rep.
February 1, 2013
Diana Britton
Comings & Goings: February 2013 The Financial Services Institute tapped Kathryn Anderson as its new director of corporate relations... Mary Jo White is the new chair of the Securities and Exchange Commission... Douglas King will become president and CEO of Cetera Advisor Networks... mark for My Articles similar articles
Insurance & Technology
July 19, 2004
Executive News Yorgensen named... Hancock moves... Ounjian joins vitria... etc. mark for My Articles similar articles
Financial Planning
February 1, 2011
Donna Mitchell
On The Move Changes: Kevin M. Keefe joins the New York City-based Advisor Group... Edward Mora appointed chairman of the Disciplinary and Ethics Commission... JHS Capital Advisors adds Frederick J. Vetter as chief compliance officer... Rob Alan and Keith Thomas have both been promoted at Putnam Investments... mark for My Articles similar articles
Financial Advisor
August 2012
Karen DeMasters
The Great Migration Though they aren't moving as fast as they were a few years ago, advisors are still in play for independent broker-dealers. mark for My Articles similar articles
Insurance & Technology
March 18, 2005
Anthony O'Donnell
Hancock Eyes Global Needs Boston-based John Hancock made two appointments to its global compliance team. The carrier named Kevin Cloherty to the new position of VP and chief counsel of global and U.S. compliance and appointed Mitchell Karman to fill the existing position of VP mark for My Articles similar articles
Financial Planning
April 1, 2007
Marshall Eckblad
On The Job Here's a rundown of important executive moves and appointments: BIDS Trading has named Richard B. Levin as the firm's general counsel... John Hancock Financial Services has named Marc Constantini as president... etc. mark for My Articles similar articles
National Real Estate Investor
May 1, 2005
Names in the News William H. Winn has been appointed president of Passco... William Thummel has been appointed COO for the Americas region of Jones Lang LaSalle... Frederick J. Meno has been appointed president and COO of Woodmont... etc. mark for My Articles similar articles
Financial Planning
July 1, 2005
Jennifer A. Liptow
On The Job New York Life Insurance Co. has promoted Scott L. Berlin to... James Bowman has been elected senior vice president and appointed head of the new Life Division of... Federated Investors in Pittsburgh has appointed Curtis R. Gross director of ... etc. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Comings & Goings Jerry Brown, Terry Kelley and Mark Strynar have joined Morgan Stanley... Marcus Mears has been appointed senior vice president of brokerage sales at Mutual of Omaha... Jim Luallen joined Piper Jaffray as a financial advisor... etc. mark for My Articles similar articles
Investment Advisor
March 2008
Group Think Group news: Financial Services Institute... National Association of Women Business Owners...MetLife... Securities and Exchange Commission... National Endowment for Financial Education... mark for My Articles similar articles
Financial Advisor
January 2006
Tracey Longo
Working Smarter, Not Harder As more independent broker-dealers set themselves up as strategic outsourcing partners, they are finding bigger and better firms driven to their door by stagnant or shrinking profit margins and the accelerating compliance melee. mark for My Articles similar articles
Insurance & Technology
March 21, 2005
Executive News Selective Promotions... NYL LTC Head... Camilion Names VP... etc. mark for My Articles similar articles
Food Engineering
April 1, 2009
Industry & People Campbell Soup Co. appointed Peter Foyston general manager, Greater China... Sara Lee Corp. appoints Jan Pieter Schretlen to vice president and general manager for its foodservice beverage unit... Pilgrim's Pride names Jerry Wilson executive vice president of sales and marketing... etc. mark for My Articles similar articles
National Real Estate Investor
February 1, 2007
Parke M. Chapman
Rebound in Beantown Boston's metro office market was particularly active in the fourth quarter of 2006. mark for My Articles similar articles
Financial Planning
March 1, 2007
Elizabeth O'Brien
Clearly, Competition LPL's clearing deal with AXA Advisors prompts questions about recruitment among independent broker-dealers. mark for My Articles similar articles