Search results for: ceo of posit

sales champ

Bees to Honey

Attracting the right clients is key to business success
talking points

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
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Personality Test

How your mindset contributes to your affiliation selection

DailyAccess to Offer ETFs

Through a strategic alliance with Mid Atlantic Financial Platforms, Inc. (MAFP), DailyAccess Corporation is now positioned to offer exchange traded funds (ETFs) in employee benefit plans.

NRP to Be New Division of LPL

As part of the acquisition of National Retirement Partners (NRP), NRP employees will join LPL Financial to will form a new division called LPL Financial Retirement Partners. 
trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine
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Beneath the Surface

If you are thinking about changing affiliations, ask yourself these five questions before you accept a tempting offer