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Financial Planning February 1, 2008 Stacy Schultz |
On the Job People: Chris Romney has been promoted to president of Brecek and Young... David Liebrock has been hired by Captrust Financial Advisors... Claymore Securities and Claymore Advisors in Lisle, Ill., has hired Thomas Futrell... etc. |
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, 2006 Marshall Eckblad |
On the Job Here's a rundown of the latest executive appointments: Allianz Life Insurance has named Douglas Reynolds as the company's president... James Dennis has joined AXA Equitable... etc. |
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 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. |
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. |
Financial Planning April 1, 2005 Jennifer A. Liptow |
On the Job Recent moves within the industry: Minneapolis-based Allianz Life Insurance Co. of North America has hired David Parker... Kevin E. Murray has been promoted to executive vice president... Robert Haddad has joined the Financial Planning Association... 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. |
Investment Advisor December 2007 |
News & Products, December 2007 FINRA fined Oppenheimer Co., Inc. $1 million... Compliance officers at broker/dealer firms will have a chance to discuss new and changing regulations... Christine Nigro has been promoted to president of AXA Advisors, LLC... etc. |
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. |
Insurance & Technology March 9, 2007 Anthony O'Donnell |
Executive News New NY Life SVP... Arena Moves Up... Delta Taps Nasr... IBC Promotions... MSB Elevates Leiske... |
National Real Estate Investor September 1, 2007 |
Names in the News David Steinberg promoted to VP at Konover Development... Lauren Lipscomb joins CB Ellis... Lyle Patterson is promoted to acquisitions director at Romanek Properties... Stewart Weston promoted to VP of investments at Marcus & Millichap... |
Registered Rep. March 23, 2012 Diana Britton |
Amid Hartford Split, Woodbury's 1,600 Reps Face Tough Choice The Hartford announced plans to sell its life insurance and retirement businesses, as well as Woodbury Financial Services, the firm's independent broker/dealer, leaving Woodbury's 1,600 reps faced with the tough choice: Find another broker/dealer or stick around and see who the new owners will be. |
Investment Advisor February 2008 |
B/D News & Products The Financial Services Institute announce that its board of directors elected Brian Murphy, chairman of Woodbury Financial Services, as chair for 2008... There's a new rate for fees paid under Section 31 of the Exchange Act... etc. |
Insurance & Technology March 12, 2008 Scott Senden |
Bridging The IT Gap Between Fireman's Fund and Allianz Life The VP of application technology at Allianz Life identifies three key success factors that contribute to Fireman's Fund's and Allianz Life's combined success within Allianz of America's shared services IT model. |
Financial Planning September 1, 2006 Marshall Eckblad |
On the Job: Executive Appointments Allianz Life Insurance Co. has promoted Dave Sipprell to president... The Financial Planning Association has named Linda Citroen managing director for marketing and communications... etc. |
Financial Advisor September 2010 |
Advisor Emporium Advisor Emporium: Schwab Offers Integrated Technology Platform... National Planning Holdings Launches WealthOne... BlackRock Increases ETF Offerings... Goldman Sachs Adds Fund... more... |
National Real Estate Investor November 1, 2007 |
Names in the News Charles Doyle joins Jones Lang LaSalle as chief marketing officer... Michelle Cocagne has been promoted to first vice president of Marcus & Millichap... Jeff Gevertz has been promoted to chief financial officer of Tivoli Properties... etc. |
National Real Estate Investor August 1, 2007 |
Names in the News James Dow has joined Ivy Realty as chief operating officer... Mark Dellonte has been promoted to president of Love Funding... etc. |
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. |