Bringing you live news and features since 2006 

Daniel S Kern appointed president of Advisor Partners


Daniel S Kern has been appointed President of Advisor Partners, a wholly owned subsidiary of Advisor Software, Inc.

In this role, Kern will oversee investment management, sales and client service, as well as the development and implementation of investment strategies that allow advisors and institutions to focus on relationship building and business development.

"Daniel brings in-depth knowledge of asset allocation products, including target funds, as well as experience implementing and analysing the most effective investment strategies across the cap spectrum," says Andrew Rudd, Chairman and CEO of Advisor Software. "With Daniel’s exceptional leadership skills and track record of managing and producing 5-star funds, ASI will be well positioned to develop and launch new investment products related to our goal-based model portfolios."

Prior to joining Advisor Partners, Kern served as Managing Director and Portfolio Manager at Charles Schwab Investment Management. His investment experience includes selecting and overseeing investment teams in traditional and alternative asset classes, managing fund of funds and individual equities. Kern also served as a fund company CFO while with Schwab, with extensive experience overseeing third-party service providers.

Kern is a graduate of Brandeis University, with a degree in economics. He earned his MBA from the University of California, Berkeley’s Walter A Haas School of Business. He is a CFA Charterholder and a former President of the CFA Society of San Francisco.

"ASI and Advisor Partners have created a dynamic synergy that aligns perfectly with my commitment to goal-based solutions," Kern says. "My practical approach to asset allocation and experience developing and implementing multi-asset solutions meshes well with ASI’s software offering and thought leadership in asset allocation and portfolio management. I’m excited to be part of a team driven to helping advisors gain a competitive edge by making it possible for their clients to achieve tangible investment goals."

Latest News

BlackRock s iShares an undisputed leader among European ETF issuers pushed further ahead in Q1 with EUR173 billion in trades..
European ETFs raised USD47 8 billion in Q1 a 15 per cent increase compared to the same period in 2023..
LSEG Lipper s March report finds that globally equity ETFs +EUR113 2 billion enjoyed the highest estimated net inflows for..
Morningstar has published a review of the European ETF market for the first quarter 2024 which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs share of the US ETF market rose to 8 5 per cent at...
Kristen Mierzwa, FTSE Russell
Index Investments Group IIG a division within index provider FTSE Russell has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023 with an introductory suite of 11 ETFs seven thematic and four fundamental...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by