For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Deals & People October 3, 2013
Lincoln Hires Managing Partner
Lincoln Financial Network, the retail sales and planning affiliate of Lincoln Financial Group, appointed Greg Smith as managing principal of Lincoln Financial Advisers Corporation.
Reported by John Manganaro
Smith’s responsibilities at Lincoln include leading efforts to grow the firm’s footprint and market share in both retail and wholesale distribution categories, predominately in the Minneapolis region.
Before joining Lincoln, Smith worked as senior vice president and channel head at Crump Life Insurance Services in Schaumberg, Illinois. He also held similar sales-oriented positions at Sun Life Financial in Boston, Massachusetts; ING in Minneapolis, Minnesota; and Lincoln Financial Distributors in Philadelphia, Pennsylvania.
Smith holds a bachelor’s of business administration in banking and finance from Morehouse College, as well as a master’s of business administration from the University of Chicago.
You Might Also Like:
O’Neil Digital Solutions Offers Document Management Platform
Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them...
Retirement Plan Technology and Security Landscape Evolves Quickly
A new Corporate Insight report offers a brief history of the development of financial services technology security measures introduced since 1996—delivering for retirement plan fiduciaries important contextual information...
MassMutual Study Says African-Americans Want More Financial Education
Forty-five percent of African-Americans who bring home $75,000 or more say they feel less than financially secure compared with just 28% of other Americans in the same income...