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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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