Products February 28, 2011

Lincoln Expands Practice Management Support

Lincoln Financial Network, the retail distribution division of Lincoln Financial Group, has expanded its Office of Practice Management (OPM) services.  
Reported by

The program is designed to help independent advisers more efficiently operate and grow their practices through a combination of resources. Lincoln’s OPM focuses on the following components of a successful practice, including:   

  • Strategic Business Planning to help set in place a realistic roadmap to achieve success
  • Marketing Support to provide meaningful solutions to generate recognition in a challenging and competitive marketplace
  • Compliance Consulting to ensure critical insight into requirements and implications of a day-to-day operation
  • Staffing Support to help advisers attract and foster top talent in their practices
  • Advanced Technology to help advisers identify appropriate solutions and proactively engage their clients   
  • Continued Training and Education, vital to maintain and grow a dynamic practice

“Lincoln Financial Network is widely recognized for its planning support capabilities,” said Seth Wolnek, national strategic adviser for Lincoln Financial Network. “We also continually monitor and assess the marketplace to ensure our OPM meets the needs of our advisers and equips them with the right resources to compete in this challenging and competitive environment.”

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Deals & People February 28, 2011

State Street Appoints Head of Kansas City Operations

State Street Corporation appointed Tom Forrester as managing director and head of its operations in Kansas City, Missouri.
Reported by

Forrester will be responsible for growing and developing State Street’s businesses and services, supporting mutual fund, pension fund, insurance company and asset manager relationships.  

According to the announcement, Forrester joined State Street in 1988 and has held a number of leadership positions in investor services, strategy development and corporate trust. He holds a bachelor’s degree in business economics from Brown University.  

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