Fidelity Investments named Charles Goldman, former executive vice president and head of Schwab Institutional, as president of Institutional Platforms for Fidelity Institutional Products Group.
Sigma Planning Corporation (SPC) and FundQuest announced the launch of a new managed account platform for Sigma's national network of 500 investment adviser representatives.
Fidelity Investments today named Michael Durbin as president of Fidelity Institutional Wealth Services, provider of trading, custody, and brokerage services to registered investment advisers (RIAs).
GE Asset Management Incorporated (GEAM) on Tuesday announced several additions to its institutional sales team, expanding the firm’s presence in both the public and corporate plan markets.
In order to boost the equity side of Putnam Investments, CEO Robert Reynolds said the firm will undergo several changes, including an elimination of staff positions, the merging...
RolloverSystems Inc. (RSI), an independent provider of rollover management services, named Christopher Silvaggi as its director of marketing and product.
DWS Investments added Thomas A. Jones as director and head of National Accounts Management for its broker/dealer division in New York, the company said.
The Newport Group announced it appointed Kris Krikorian and David Semmler as regional directors, reporting to Newport’s Chief Marketing Officer Tom Pittman.
Kravitz, provider of cash balance pension plans, announced it has completed the acquisition of the MaxPlan retirement plan business from JPMorgan Retirement Plan Services.
John Hancock Retirement Plan Services (RPS) has increased the number of advisers able to offer services to 401(k) plans through a new distribution agreement reached with Morgan Stanley.