Vice chairman and CIO of The Travelers succeeds Jack Brennan effective July 18
Advisory leaders believe "fulfillment" will take precedence over money management.
Assessment also evaluates growth and transferability potential.
The team of six advisers joins the firm's employee unit in Honolulu.
Only one plan was assessed positively as both an investment and a savings vehicle.
Three reps in Palm Beach Gardens, Fla., affiliate with independent unit.
Trio managing $270 million joins firm's employee channel.
Michael Breton of Strategic Capital Management sentenced for $1.3 million fraud.
Prosecution rests case in fraud trial against CFO of American Realty Capital Properties.
Some perceive a conflict of interest in advisers supplying investment performance — regardless of adviser type.
