Gross, 74, announced his retirement Monday from his post at Janus Henderson Group Plc, the investment firm he joined in late 2014 after suddenly leaving Pacific Investment Management Co. that year.
David Frame will become chief of U.S. Wealth Management for JPMorgan Chase.
The organization also added new independent advisors to replace two leaving.
Some highlights of an exciting evening at the 2019 Heckerling Institute on Estate Planning.
Wells Fargo has made 10 big-ticket hires over the past two years to prove it has changed. Previously, it historically promoted from within.
The New York-based independent RIA will be called Opal Wealth Advisors.
The two latest teams joined from Bank of America's Merrill Lynch.
Jon Stein, who admired and corresponded with Bogle, said the late Vanguard founder liked to debate and had high conviction in his opinions.
What better way to honor Jack than for fiduciary advocates to, as he says, “Press on, regardless.”
Dr. Louis Samuels was one of the surgeons who performed the heart transplant on Jack Bogle in 1996. He remembers the man for his energy, will power and "unwavering spirit to live."
