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Investment Advisor
December 2007 |
Changes The Financial Planning Association announced that Richard Salmen of GTrust Financial Partners... New York Life Investment Management appointed David Bedard as senior managing director... etc.   |
Insurance & Technology
June 14, 2005
I&T News |
Executive News Penn National Restructures... Fiserv Moves... OneBeacon COO... AdminServer CMO... |
Investment Advisor
July 2007 |
Changes Shawn Dreffein, president of National Planning Corporation has retired... American Century Investments appointed Barry Fink... etc. |
Investment Advisor
January 2008 |
Changes National Financial Partners named Daniel Young president and COO of NFP Securities, Inc., NFP's broker/dealer... The Securities and Exchange Commission named John Loesch deputy director of the agency's Office of Investor Education and Advocacy... etc. |
Investment Advisor
August 2007 |
Changes Morningstar, Inc. announced that Kunal Kapoor, has been named president of Morningstar Investment Services... MassMutual has appointed two senior executives to the position of co-chief operating officer... etc. |
Investment Advisor
August 2008 |
B/D News & Products Pali Capital, Inc. announced that Joseph Schenk has joined the firm as COO... Fidelity Investments named Daniel Petrozzo as CIO... LPL Financial Corporation has appointed Brad Cornell as senior VP of sponsor relations... etc. |
Financial Planning
November 1, 2005 |
On the Job William L. Anthes, former president and CEO of the National Endowment for Financial Education, will begin a three-year term on the Financial Planning Standards Board... AIG Advisor Group has named Brett A. Ishler director of investment products and research... 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. |
Investment Advisor
April 2008 |
Changes New York Life Insurance Company named Ted Mathas as CEO-elect... Prudential Retirement appointed James Cornell as senior VP and chief marketing officer... Vanguard's Board has elected William McNabb as its new president... etc. |
Investment Advisor
June 2007 |
Changes The CFP Board named Kevin Keller as its CEO... FAF Advisors, Inc. has named Frank Wheeler as its new head of distribution... T. Rowe Price Group has appointed Cynthia Egan as president of T. Rowe Price Retirement Plan Services... etc. |
Investment Advisor
March 2007 |
March 2007 UBS announced the appointment of Michael Roberts as managing director... T. Rowe Price named Steven Huber as a senior portfolio specialist... etc. |
Insurance & Technology
August 26, 2004
Anthony O'Donnell |
Executive News USAA Change... Cigna Exec... Jaramillo Promoted... Epolicy VP... Hartford P&C EVP... |
CIO
November 1, 2005
Meridith Levinson |
A New Frontier for CIOs in Corporate Ops Today, the prospects for CIOs who wish to take on broader management duties are looking brighter. |
Investment Advisor
July 2009 |
Changes Personnel moves and appointments: George Canellos as regional director of the SEC's New York regional office... ING Investment Management, Americas, has hired Jonathan Golub... more... |
Wall Street & Technology
February 14, 2006 |
Keeping Tabs Former Banc of America Securities global head of debt research David Goldman has moved... JPMorgan Worldwide Securities Services added Christopher Kunkle... John Grifonetti was named president and COO of Creditex... etc. |
Investment Advisor
March 2008 |
Group Think Group news: Financial Services Institute... National Association of Women Business Owners...MetLife... Securities and Exchange Commission... National Endowment for Financial Education... |
Investment Advisor
March 2009
Kara P. Stapleton |
Changes People on the move. |
Investment Advisor
May 2007 |
Changes ING announced that Randall Ciccati, president and CEO of PrimeVest Financial Services, replaced Valerie Brown... Jeffrey Kleintop has joined LPL Financial Services as senior VP... etc. |
Wall Street & Technology
April 15, 2008
Melanie Rodier |
Consulting Firm ALaS Hires Ex-JPMorgan Vet Erik DiGiacomo New York-based consulting, outsourcing and software firm ALaS hired Erik DiGiacomo as managing director and VP of global delivery services. |
Investment Advisor
September 2009 |
Changes Personnel comings and goings in the financial and insurance world |
Insurance & Technology
January 26, 2005 |
Allianz Names VP and Other Names in the News Allianz Life Insurance Co. of North America named Jeffrey Suyematsu... Sheinheit Takes CIO Reins at MetLife... New BCBSGA Pres... Scottish Re CEO... etc. |
Wall Street & Technology
July 18, 2006
Ivy Schmerken |
PHLX Is Finetuning its Options Trading Platform to Compete in Penny-Quoting The Philadelphia Stock Exchange's EVP and CIO Bill Morgan cites an increase in tech spending and the expanding role of the CIO as evidence of the importance of the CIO in strategic business planning. |
Investment Advisor
August 2006 |
Changes Kathleen Casey was confirmed by the Senate to replace the departing Cynthia Glassman as an SEC Commissioner... AIG Financial Advisors, Inc. has named Lisa Bredeson as senior VP and COO... etc. |
Insurance & Technology
September 15, 2004 |
Executive News Sun Life names Kevin J. Hart president of annuity distribution... Lloyds appoints Luke Savage new financial director... The Hartford names Sharon Roberts vice president of annuity contact center... etc. |
Investment Advisor
October 2006 |
News & Products Offering a much-needed solution to traditional variable annuities that levy high fees... Lord, Abbett & Co. recently introduced The Streamlined 401(k) plan... etc. |
CIO
May 4, 2009 |
The Judges of the 2009 Ones to Watch Awards Introducing the esteemed panel of judges, drawn from the ranks of the CIO Executive Council, who judged the 2009 awards. |
CIO
April 30, 2012
Lauren Brousell |
Judges for the 2012 CIO Hall of Fame and Ones to Watch Programs A list of CIOs, IT execs and IT experts that judged our 2012 Hall of Fame and Ones to Watch Programs |
Bank Systems & Technology
January 23, 2008
Maria Bruno-Britz |
Jane Grebenc Named Head of KeyCorp Wealth Management In her new role, she will oversee the Key business groups that provide investment, banking, insurance, and trust services to affluent individuals and families. |
Insurance & Technology
December 21, 2004 |
Executive News Safeco appoints Myron Hendry as SVP of service... Hartford Financial Services Group names Jeffrey Carleton as VP and director of distribution for individual life... RBC Insurance names R. David Black as president and CEO... etc. |
CIO
May 1, 2011
Lauren Brousell |
2011 Ones to Watch Judges These 31 members of the CIO Executive Council selected this year's Ones to Watch honorees. |
Financial Advisor
October 2006 |
Advisor Emporium Auto-Execution Trading Operation Set... Company Formed To Value Illiquid Assets... New Fund Targets Inflation's Effects... High-Earner Disability Insurance Offered... etc. |
CIO
August 15, 2002 |
The Honorees These companies earned the CIO-100 award for impressive progress made toward enterprise integration |
Insurance & Technology
November 19, 2007
Anthony O'Donnell |
Steve Miller Heads Encompass Insurance IT As the newly appointed technology leader for the insurer, Miller says he will drive the rollout of a quicker, more intuitive technology in support of the personal lines carrier's independent distribution channels. |
Registered Rep.
December 1, 2002
Jeff Schlegel |
The Lords of Value With assets of $42 billion, Lord Abbett has long been a key player in mutual fund and institutional circles. Recently, though, it's been zooming up the charts in the managed accounts space. |
CIO
November 1, 2009 |
2009 CIO Hall of Fame Finalists & Judges This Year's Hall of Fame honorees were judged by 15 former inductees. Our 13 finalists are also listed here. |
