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Bob Reynolds does 'a lot of testing' to avoid foisting his 'Great West' brand on JP Morgan and Putnam Investments clientele

The chief executive also sees upside opportunities in bringing all three divisions under one banner

Author Lisa Shidler September 9, 2014 at 5:33 PM
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Bob Reynolds: We're going to run the businesses together as one company.

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Related Moves

May 1, 2025 at 1:47 AM

RIABlitz: Vanguard technology • Pontera rebounds • Ex-HiddenLever's exec success • BlackRock rocked • Vivek's crypto • WF dunks SF? • Betterment dry option• Vestwell poached

The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds

January 11, 2025 at 3:01 AM

Breen Blitz: Mercer seals Vanguard OCIO buy • Goldman[Sachs] & Cohen split • PIMCO joins ETF shift • AdvisorEngine-Schwab bond grows • Ellevest milestone • Lonsdale nets new chief • Fidelity leaks data & staff move • Collation wins RIAs • Justin Wisz returns as investor • LPL nets CMO & Tifin a CEO

OCIO sale to Mercer may be Buckley's last act • Goldman's retail lead departs • PIMCO latest to convert mutual funds • Software firm upgrades Schwab data • Krawcheck preaches wisdom of naps • Fidelity hit by data snafu, but D&I on track • New Lonsdale tech shop imminent • Vestorly founder now funding start-ups • Eight month wait for CMO ends at LPL.

March 21, 2024 at 4:41 AM

Fidelity lays off 700 -- not for costs or [bad] performance -- but to shift headcount and hire more client-facing and tech staff, touching off 'panic posting' on job board

The $12.6 trillion Boston investments eyes 2,000 new hires to speak directly to clients or develop more tech products, but lack of clarity jars some staffers

March 12, 2024 at 1:08 AM

See more related moves

Mentioned in this article:

BrightScope, Inc.
Data and ratings for RIAs

FiComm Partners
Marketing & Public Relations
Top Executive: Megan Carpenter, CEO



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