Active managers’ trade group elects Renee Toth as president

The National Association of Active Investment Managers of Littleton, Colo., has elected Renee Toth as president of the trade group for 2009-2010.
JUN 17, 2009
The National Association of Active Investment Managers of Littleton, Colo., has elected Renee Toth as president of the trade group for 2009-2010. Ms. Toth, executive vice president of Flexible Plan Investments Ltd. in Bloomfield Hills, Mich., will be responsible for guiding the organization’s services and recruitment efforts. She said she plans to expand NAAIM’s active mutual fund index and the organization's annual Advancements of Active Investment Management competition. “I am happy, proud, and humbled to take over the leadership,” she said. It’s something I believe in. There’s no better period of time to be doing this.”

Latest News

Wealth Enhancement adds $592M Chicago-area RIA
Wealth Enhancement adds $592M Chicago-area RIA

The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.

Annuity sales hit a record as war and Fed jitters redraw fixed income
Annuity sales hit a record as war and Fed jitters redraw fixed income

Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.

Allworth deepens tax-advisory push with $1.1B Sachetta acquisition
Allworth deepens tax-advisory push with $1.1B Sachetta acquisition

The PE-backed RIA makes its first major move since bringing in a new capital partner, adding a Massachusetts advisory firm alongside a second East Coast RIA

Hightower Signature Wealth grows by $2.5 billion with Stearns deal
Hightower Signature Wealth grows by $2.5 billion with Stearns deal

Stearns Financial Group's addition brings 30 advisors and three decades of North Carolina planning experience to the platform.

Edward Jones backs senior protection rules after $3 million account freeze
Edward Jones backs senior protection rules after $3 million account freeze

An 86-year-old from Dallas tried to withdraw funds from his account, but Edward Jones invoked a FINRA-backed temporary lockout before he eventually left for Merrill Lynch.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income