Jennifer Marcontell had been with Edward Jones for 22 years in Baytown, Texas.
Versus is a Denver-based alternatives firm managing approximately $6 billion in two funds.
Those who kept contributing accumulated the most, according to the Investment Company Institute and the Employee Benefit Research Institute.
Natixis survey finds widespread optimism despite the worst first-half in the equity market since 1970.
Jon Burnett, Daniel Fowler and Chad Carlile have joined the firm’s independent adviser channel.
The acquisition diversifies Prime Pensions' client base and extends its geographic presence.
The asset management firm will change its name this fall to Raymond James Investment Management.
Thomas Powers, Bill Roberts share top spot; Harold Kotler becomes chairman effective July 1.
The suite of six portfolios can be accessed on SEI’s platform for advisers.
The acquisition of Winfield Associates adds to MAI's financial planning and investment teams at its headquarters in Cleveland.
