| Similar Articles |
|---|
 |
Financial Planning
May 1, 2010 |
On The Job BNY Mellon in New York City has hired Jane Sherburne... Ian MacKenzie has joined the Investment Management Consultants Association... Eileen McDonnell became the first woman president of Penn Mutual... more...   |
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... |
Insurance & Technology
January 7, 2010
Anthony O'Donnell |
Allianz Life Names Dulka VP, IT Infrastructure and App Maintenance Dulka had served as interim leader of Allianz Life's infrastructure and application maintenance team, where he successfully managed the company's strategic outsourcing contracts. |
CFO
January 10, 2007
Edward Teach |
Bank of New York's Bruce Van Saun Bank of New York's vice chairman and CFO discusses his bank's merger with Mellon Financial. |
Bank Technology News
March 1, 2008
John Adams |
A Nerve Center for the Very, Very Rich After eighteen months of IT research and development, BNY Mellon launches its multi-million dollar Private Workbench, a new Web platform offering myriad reporting and transaction functionality services to high net-worth clients. |
Financial Advisor
December 2006
Evan Simonoff |
Editor's Note - Beginning All Over Again The departure of CFP Board CEO Sarah Teslik provides the third opportunity in the last six years for a new beginning. Unfortunately, the real problem is why any organization would go through three new beginnings in six years. |
On Wall Street
September 1, 2013
Pat Olsen |
Life Stories: Hilliard Lyons' Darryl Metzger Discusses His Life In 1999, I joined Hilliard Lyons as a senior vice president in branch administration. I moved to my current position in 2005 after Jim Allen became CEO. |
Financial Advisor
November 2012
Karen DeMasters |
CFP Board May Increase CE Requirements CFP licensees would have to obtain 10 additional hours of continuing education every two years, according to proposals being considered by the CFP Board of Standards. |
The Motley Fool
October 30, 2006
Michael Leibert |
Muddled Mellon Mellon tinkers with its business mix, but it needs focus to unlock shareholder value. |
Insurance & Technology
September 24, 2010
Nathan Golia |
Allianz Names Director of Program Management Andy Mattson will be responsible for overall delivery and management of the Allianz Policy Administration Program and associated projects, the company says. |
Financial Advisor
September 2006
Evan Simonoff |
Editor's Note A showdown of sorts appears to be looming between the CFP Board of Standards and the Financial Planning Association, supported by many longtime licensees who devoted a great deal of energy to give the mark the status that it has today. |
Investment Advisor
December 2006
Kara Stapleton |
Briefs The Financial Planning Association endorsed a proposed rule... The CFP Board voted to approve changes to its governance policy... |
