Person

Jeffrey Maggioncalda

2 articles

Articles tagged "Jeffrey Maggioncalda"

John Bunch became No. 2 man at the No. 1 robo-advisor for his human bandwidth.

Apr 20, 2017

John Bunch climbs high at Financial Engines as two execs vacate power spots and rollover retail gets accorded higher priority

Former TD retail chief's rise shows what Larry Raffone has in mind for old Mutual Fund Store machinery as Raffone works to make his mark at Financial Engines

Jeffrey Maggioncalda: I think it becomes harder and harder for a product solution to replicate this holistic service solution that we put into the marketplace.

Oct 1, 2013

Financial Engines more than doubles its share price by defining a niche in the 401(k) market between target date funds and RIAs

Wall Street is seeing things Jeff Maggioncalda's way for now, as new DOL regs make plan sponsors more certain they want participants advised inexpensively but not cheaply

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Jeffrey Maggioncalda

Articles tagged "Jeffrey Maggioncalda"

John Bunch climbs high at Financial Engines as two execs vacate power spots and rollover retail gets accorded higher priority

Financial Engines more than doubles its share price by defining a niche in the 401(k) market between target date funds and RIAs

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