Jason Kavanaugh, who purchased the shares, is an executive with Questar Capital Corp.
The wealth-management firm will launch an open-architecture platform with O.N. Investment Management Co.
Experts cite CRM, document management, web portals, integrated adviser platforms and RSS as areas of expected growth.
The Hartford announced today that it is purchasing Boston-based Sun Life Retirement Services Inc.
A 37-year veteran of the life insurance industry, Daniel J. Toran, 59, spent 12 years with the Horsham, Pa.-based company.
The House approved legislation that would shield millions from the AMT by raising taxes on hedge fund managers.
“This bill will shed light on the 401(k) selection process and give Americans more control over their retirement future,” Sen. Tom Harkin said.
Investors Capital Advisory Services, the registered investment adviser of Investors Capital Holdings, has formed a strategic partnership with Biondo Investment Advisors, an institutional money manager.
The producer price index increased 3.2% in November, as energy prices hit a record high according to a Department of Labor report.
Schwab Performance Technologies has entered into an agreement to acquire Etelligent Consulting Inc.
