Envestnet has brought aboard James Patrick, former co-head of U.S. Distribution for Allianz Global Investors, to head Envestnet’s managed account program.
The Hartford has released a new package of educational materials designed to help advisers teach clients about the finer points of fixed-income diversification.
In a move the firm said will “better position investors to realize their retirement savings goals,” the JPMorgan SmartRetirement Fund expense caps have been lowered.
Rampart Investment Management, an asset management firm specializing in option strategies, has appointed Richard R. Davis as senior vice president of sales and consultant relations.
Prudential Annuities, the domestic annuity business of Prudential Financial, Inc., announced Tim Seifert joined the company as a vice president and director of National Sales.
Lincoln Financial Distributors, the intermediary distribution company of Lincoln Financial Group, has announced John C. Kennedy has joined the firm as head of Retirement Solutions Distribution.
Financial risk should be redefined to be viewed as the potential to lose money, rather than the average return, said Tim Knepp, CIO of Genworth Financial Asset Management,...
Northern Trust announced that Anthony Wilkins has been named global head of Defined Contribution Sales and Service for its asset management arm, Northern Trust Global Investments (NTGI).
American International Group, Inc. (AIG) has announced an agreement to sell a portion of its investment advisory and asset management business to Bridge Partners, L.P.
The PNC Financial Services Group, Inc., has announced its intention to merge Allegiant Asset Management Company with its affiliate, PNC Capital Advisors, Inc., on or about...
Janus Capital Group Inc. has announced that Dominic Martellaro, executive vice president and managing director of Janus Global Advisors, will step down from his position effective...
Fidelity has launched a guidance program "to help investors better understand and consider fixed-income investments as part of their investment goals."
DWS Investments, the U.S. retail unit of Deutsche Bank’s global asset management division, has announced the appointment of Michael J. Woods as U.S. head of distribution.