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Financial Planning
August 1, 2007
Marshall Eckblad |
On The Job AXA Advisors has promoted Andrew McMahon to chairman... Boston-based Fidelity Investments has hired Jylanne Dunne... etc.   |
Financial Planning
July 1, 2007
Marshall Eckblad |
On The Job Lincoln Financial Group in Philadelphia has promoted Terry Mullen to president... National Financial Partners in New York has appointed James Gelder... etc. |
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. |
Financial Planning
March 1, 2005
Jennifer A. Liptow |
On the Job Mark Davis has joined the Washington staff of the Financial Planning Association... John Hancock Life Insurance in Boston has appointed William J. Cuff... New York Life Insurance has appointed Janett C. Greenberg... etc. |
Financial Advisor
July 2006 |
The Golden Age of Growth As the RIA profession continues to grow and mature, it will be interesting to see if it retains its heterogeneous, inclusive character or evolves into a more homogenous business, as so many industries do over time. |
Financial Planning
December 1, 2006 |
On the Job Executive Appointments: AXA Distributors in New York has named Kirby John Noel as the company's national sales manager... Bill Carey has left his post as president of the Fidelity Registered Investment Advisor Group... etc. |
Financial Planning
August 1, 2005 |
On the Job Virginia Jo Dunlap has joined the Certified Financial Planner Board... Boston-based Fidelity Investments has appointed William C. Carey as... Morningstar Investment Services in Chicago has hired Steve Ferrone as... etc. |
Financial Planning
September 1, 2005 |
On the Job Woodbury Financial Services has appointed six regional sales directors... David M. Cordell of Lubbock, Texas, was elected chair of... GunnAllen Financial has hired Marc Ellis as its senior vice president... etc. |
Financial Advisor
August 2006 |
Letters to the Editor Article Undercuts Its Premise... Shirking Personal Responsibility... |
Financial Planning
February 1, 2005
Jennifer A. Liptow |
On the Job Who's going where, when: Stuart Rogers has been named senior vice president of corporate... John Kennedy has joined New York-based AXA Distributors as senior vice president... etc. |
Financial Planning
June 1, 2006
Marshall Eckblad |
On the Job Bill Miller has joined AXA Distributors... Fiserv hired Thomas Hirsch as the company's new chief financial officer... Invest Financial has named Richard Koll as the company's senior vice president... etc. |
Insurance & Technology
January 7, 2010
Nathan Conz |
AXA Equitable Appoints Four Execs AXA Equitable Life Insurance Company has announced four new executive appointments to support its customer-centric product design, delivery and service strategy. |
Bank Systems & Technology
June 17, 2009
Maria Bruno-Britz |
Levitt Applauds Regulatory Reforms, but Says Accounting Standards Ignored Former SEC chairman Arthur Levitt says the Obama plan for regulatory overhaul achieves good balance, but still must address other problems. |
Insurance & Technology
February 17, 2009
Anthony O'Donnell |
Vincent Cohan Named AXA Tech SVP, CTO One of three new senior vice president appointments by AXA, Vincent Cohan will be responsible for defining and implementing AXA Tech's information systems. |
Investment Advisor
March 2009
Kara P. Stapleton |
Changes People on the move. |
Financial Planning
January 5, 2008 |
Movers & Shakers 08 Here are the people who are staged to play a role in the upcoming transitions within the financial planning industry. |
Insurance & Technology
July 11, 2008
Anthony O'Donnell |
Connie O'Brien Helps AXA Equitable "Walk the Talk" in Internet Strategy Connie O'Brien aims to make AXA Group the "preferred company" for customers, distributors and employees. |
Investment Advisor
June 2006
Melanie Waddell |
The Playing Field: Masters at the Helm Former SEC chairman Arthur Levitt and past NASD and Nasdaq Stock Market chairman and CEO Frank Zarb have joined a consulting firm's heavy hitters. |
Investment Advisor
March 2010
Bob Clark |
Clark at Large: Hope and Change Is financial reregulation moving in the right direction? |
Financial Planning
March 1, 2010
Donna Mitchell |
The Leader The essential truth about Deena Katz, chairman and co-founder of Coral Gables, Fla.-based Evensky & Katz Wealth Management, boils down to this: She is a teacher and a doer. |
Registered Rep.
September 14, 2005
John Churchill |
Mother Merrill Adopts Advest From AXA Merrill Lynch and AXA Financial, part of the French insurance giant AXA, announced today that Merrill would buy The Advest Group, AXA's full-service retail brokerage arm. Both firms' shares rose on the news. |
