Dana D'Auria, formerly managing director of Symmetry Partners, has joined Envestnet as co-chief investment officer.
In her new role, she will join the Envestnet/PMC investment committee and work with Brandon Thomas, the company’s other co-CIO.
D'Auria was with Glastonbury, Connecticut-based Symmetry Partners for 14 years and had served as president and portfolio manager of its Panoramic multifactor family of funds.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
