Displaying 221 results
People
New York Life Insurance Co. has appointed Frank Boccio executive vice president and chief administrative officer.
People
Sterling National Bank, a New York-based subsidiary of Sterling Bancorp, has hired Joseph Costanza as senior vice president of the asset-based-lending division and Patricia Hrotko as senior vice president of the marketing group.
People
Offit Capital Advisors LLC, a New York-based independent investment advisory firm, has named Todd E. Petzel, 55, chief investment officer.
People
Oxford Financial Group Ltd., an Indianapolis-based wealth management firm, has hired Lorelei Tolson as director and client service…
People
The Hartford Financial Services Group Inc. in Connecticut has appointed David Levenson president and chief executive of its…
New hires
First Mercantile Trust Co., a Cordova, Tenn., retirement- planning firm, has added Susan Conrad as national…
Helping to ensure clients know the score
Smart choices Everyone needs an annual fiscal checkup. Just as their bodies and cars periodically require…
New hires
ING Groep NV of Amsterdam, Netherlands, has appointed X. Rick Niu, 35, as executive vice president and chief…
New hires
Securities America Inc. of Omaha, Neb., has named Tracy DeWald, 44, senior vice president and general counsel.
New hires
Northern Trust Global Investments, the asset management arm of Chicago-based Northern Trust Corp., has appointed Kevin Hardy managing…
New hires
Lincoln Financial Group of Philadelphia has promoted Terry Mullen to president of Lincoln Financial Distributors Inc., from senior…
New hires
Massachusetts Mutual Life Insurance Co. in Springfield has appointed Michael R. Fanning senior vice president and chief operating…
New hires
Massachusetts Mutual Life Insurance Co. in Springfield has named Stuart H. Reese chairman. Mr. Reese, 51, is…
New hires
Sentinel Financial Services Co. Inc. in Montpelier, Vt., has hired Jim Cronin as president. Sentinel Asset Management Inc.,…
New hires
NEXT Financial Holdings Inc. of Houston has appointed Kimberly A. Branch president of NEXT Marketing Inc. Ms.
New hires
One on One: "That was a fluke caused by Alan Greenspan"
Growth-and-income funds don't usually post triple-digit gains. Then again, Robert Loest of IPS Millennium Fund is not your ordinary money manager.
Evensky tap dances on options as planner industry shifts
Harold Evensky, one of the highest profile financial planners in the country, hopes to chart a new course for his firm in the next 30 to 60 days.
One on One: There are far too many online brokerages today"
Frank Petrilli wants nothing less for TD Waterhouse Group Inc. than for it to be the global leader in online financial services.
