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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.   |
Wall Street & Technology
March 19, 2007
Cory Levine |
BIDS Brings On Richard Levin as CCO Newly formed alternative trading system BIDS Trading has found its chief compliance officer in Richard Levin, who most recently served as general counsel and CCO for EquiLend Holdings. |
Registered Rep.
March 1, 2007 |
Comings & Goings President and CEO of Janney Montgomery Scott, James Wolitarsky, will retire... UBS appointed Michael Roberts managing director and head of UBS Trust Services... Morgan Stanley hired 10 investment professionals... etc. |
Insurance & Technology
March 18, 2005
Anthony O'Donnell |
Hancock Eyes Global Needs Boston-based John Hancock made two appointments to its global compliance team. The carrier named Kevin Cloherty to the new position of VP and chief counsel of global and U.S. compliance and appointed Mitchell Karman to fill the existing position of VP |
Insurance & Technology
January 31, 2007
Anthony O'Donnell |
The Hartford Taps Ritchey for New Service and IT Role The insurance giant has named Sharon Ritchey senior vice president and chief operating office of its U.S. Wealth Management division. |
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
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 Planning
March 1, 2012
Frank O'Connor |
Solid Footing New sales of variable annuities held steady in the third quarter, totaling $38.5 billion vs. $39.4 billion in the second quarter and $33.8 billion in the third quarter of 2010. |
Insurance & Technology
July 19, 2004 |
Executive News Yorgensen named... Hancock moves... Ounjian joins vitria... etc. |
Bank Director
3rd Quarter 2010
William M. Aukamp |
Should Your Bank Have a Lawyer on Staff? Understanding the roles of the counsel and the compliance officer can ensure your bank has all bases covered. |
Financial Planning
June 1, 2006
Frank O'Connor |
A Slow Ascent Variable annuity sales for 2005 managed to beat sales for 2004, but not by much. |
Financial Planning
September 1, 2008
Frank O'Connor |
First-Quarter Dip New sales of variable annuities decrease in the first quarter of 2008... AXA Equitable held the No. 1 spot in variable annuity sales... Top retail product was John Hancock's Venture III... Other first-quarter 2008 top sellers... |
Registered Rep.
April 5, 2006
Kristen French |
Lincoln Acquisition Could Squeeze Advisors Lincoln Financial completed its $7.5 billion acquisition of Jefferson-Pilot, creating one of the largest life insurers in the U.S. The deal could lead to getting rid of any overlap in the advisory force of the combined firms. |
Financial Advisor
May 2008
Tracey Longo |
Living Long, Living Well A handful of insurers and advisors have been touting "longevity insurance" for several years now -- an income annuity-based product they hoped would catch fire with retirees frightened of going broke. |
BusinessWeek
April 25, 2005
Rowley & Dawson |
Japan: Where Financial Security Is One Sexy Beast Hartford pioneered Japan's annuity market. Nobody's laughing at it any more. |
Insurance & Technology
August 10, 2006 |
Executive News The Hartford Financial Services Group's U.S. wealth management group promoted Rob Arena, Jim Davey and Ken McCullum to SVPs... AIG named Anthony J. Galioto AIG Companies senior executive, eastern region... etc. |
Investment Advisor
May 2010
Ron Pechtimaldjian |
The Hartford Has Big Plans for Wealth Management and RIAs Hartford Financial Services Group Inc. is reorganizing into insurance, annuity, and wealth management businesses. |
BusinessWeek
April 25, 2005
Chester Dawson |
How Hartford Insurance Conquered Japan A top exec explains how a little foresight opened a huge door for the U.S. insurer in annuities. |
Investment Advisor
January 2008
Kara P. Stapleton |
FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner. |
