Deals & People January 27, 2012

FIA Opens Boston Office

Fiduciary Investment Advisors opened a Boston office at 112 Water St.
Reported by

Vincent Smith will be the first consultant based in the Boston office. Smith has more than a decade of experience providing investment advisory services to retirement plans. His focus is on providing services to defined contribution retirement plan clients in both the corporate and tax-exempt markets. Before joining FIA in July of 2011, Smith was a senior member of the consulting teams at Longfellow Advisors and Cammack LaRhette Consulting.

Smith has experience providing consulting services on the investment due diligence process and completing comprehensive market review and benchmarking projects. His clients include hospitals, higher education institutions and other corporate plan sponsors.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

“We feel a presence in New England’s financial center makes sense to better service our existing clients in that area, as well as to have an office to help recruit talented advisers and analysts to FIA,” said Mark Wetzel, FIA president.

Deals & People January 27, 2012

FRC Announces New Practice Leaders

Following the recent acquisition by Asset International, Financial Research Corporation (FRC) has a new focus on research priorities.
Reported by

FRC, a division of Strategic Insight, announced Research Analyst Bridget Bearden now leads the firm’s Lifecycle Practice. Research Analyst Sonia Mata now leads FRC’s Alternatives Practice, Editor-in-Chief Lisa Campbell leads FRC’s Monitor, and Senior Vice President of Retirement and Sub-Advisory Kevin Ng leads FRC’s Sub-Advisory Practice.  

Research Analyst Paul Curley will continue to lead FRC’s 529 Practice.   

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

“Now that FRC is a division of Strategic Insight, we are able to bring the full resources of Strategic Insight and Asset International to deliver higher-quality research, data, and perspective to FRC’s clients and prospects,” says Avi Nachmany, EVP and director of research for Strategic Insight. 

«