Kevin L. Baker, Dan Sullivan
|Firm leaving||Bernstein Global Wealth Management|
|Firm joining||JPMorgan Chase & Co.|
|Date||January 13, 2014|
Latest Moves to JPMorgan Chase & Co.
|Kurt Sylvia||November 30, 2017|
|Richard Edge and John Minson||November 30, 2017|
|L.O. Patrick Corbett, Robert F. Mason, Daniel Warren||November 02, 2017|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
Latest news & opinion
While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.
The provision is tricky, but could provide advisers and business-owner clients with sizable tax savings.
Measures would obligate financial advisers to tell clients they do not have to act in their best interests.
Texting has been a popular mode of communication for years, but in the past the firm's regulations have prevented advisers from using it.
10-year Treasury rate's move above 2.5% confirms outlook for fixed income, legendary bond manager says.