Friday, 31 October 2014
Last updated 5 hours ago
Oct 1 2013 | 12:58pm ET
Leawood, Kansas-based Mariner Wealth Advisors, an independent investment advisory firm, has named Robert J. (Bob) Swift its new senior vice president of trust and estate planning.
Swift, an industry veteran with more than 25 years of experience, joins the firm from Colorado State Bank and Trust where he most recently served as senior vice president and trust manager. In that role, Swift was instrumental in enhancing the bank’s position as Colorado’s premium provider of fiduciary services as well as growing assets under administration to over $10 billion.
In his new post at Mariner, Swift will lead the firm’s efforts to expand its trust and estate planning capabilities.
Said Mariner CEO Martin C. Bicknell in a statement: “When we decided to expand our trust services solution, we knew its success would depend on the experience and skill of the leaders overseeing it. I am confident that Bob is absolutely the best professional to lead this new venture. His trust experience is second to none. Even more importantly, over his many years in the business, he has shown an unwavering commitment to his clients, consistently serving as their biggest advocate. I am very pleased to welcome Bob to the firm, and I look forward to his leadership as we expand our trust and estate planning capabilities.”
Sep 22 2014 | 4:15pm ET
"I tell people that everybody likes good news and so if you have good performance that’s wonderful,” explains Mike McKitish of Peddie School's endowment, “but it’s the people that want to talk about the bad news or where they drifted and how they came back and how they stayed to their discipline…” that he wants to hear from. Read more…
Traders form habits quickly. Understanding these and their effects can better equip us to decipher actual market moves.