CFA Institute Unveils Future of Finance Project
The Future of Finance Project’s aim is to shape financial services into a more trustworthy industry.
Tag: Career
Adviser Efficiency Stems From Integrating Systems
Advisers need to integrate workflows, technology and human capital, according to a white paper from Fox Financial Planning Network (FFPN).
More Provider Relationships for HNW Investors
Since the financial crisis, high-net-worth (HNW) investors have been averaging nearly four investment provider relationships, Cerulli research found.
Broker/Dealer Pitches Advisers with Video
BCG Securities Inc. (BCGS), a broker/dealer and advisory firm, unveiled an adviser recruitment video.
Advisers Continue Going Independent
Among the primary reasons advisers join existing registered investment adviser (RIA) firms are freedom and the potential for greater income.
BlackRock Co-Founder to Retire as Vice Chair
Susan L. Wagner, a co-founding partner of BlackRock Inc., will retire at the end of June.
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2012 PLANSPONSOR Retirement PLAN ADVISER of the Year Finalists
In the last issue of PLANADVISER, we highlighted some of the nation’s most successful retirement plan advisers in the listing of the PLANADVISER Top 100 Advisers. In this...
PLANSPONSOR Names 2012 Retirement Plan Adviser and Adviser Team of the Year
PLANSPONSOR has named the winners of the 2012 PLANSPONSOR Retirement Plan Adviser and Retirement Plan Adviser Team of the Year awards.
PLANSPONSOR Announces 2012 Retirement Plan Adviser and Adviser Team of the Year Finalists
PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.
Survey Finds Retirement May Be a Thing of the Past
A survey shows 57% of workers age 60-plus said they will look for a new job after retiring from their current company.
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PLANADVISER’s 2012 Top 100 Retirement Plan Advisers
Illustration by Nigel Buchanan Last year, we introduced the PLANADVISER Top 100 Advisers, a listing of the advisers and adviser teams competing for the annual PLANSPONSOR’s Retirement Plan...
TIAA-CREF Asset Management Leader Resigns
Scott C. Evans, executive vice president and president of Asset Management, TIAA-CREF, has resigned.
MassMutual Makes Leadership Appointments
MassMutual promoted three executives to senior vice president.
AllianceBernstein Announces Management Changes
James A. Gingrich is the new chief operating officer, effective immediately.
There's Even An App For That…
Concerned about what you might do if you get too "cheery" at your holiday party? There’s an app for that.
Allianz Life Names New President and CEO
Allianz Life Insurance Company of North America named Walter White as president and CEO, effective January 1, 2012.
Securian Financial Group Names New President
Securian Financial Group appointed Christopher M. Hilger to president, effective January 1, 2012.
Goldman Sachs’ Co-Head of Asset Management to Retire
Goldman Sachs’ co-head of asset management, Edward C. Forst, has announced his plans for retirement.
John Hancock Picks Retirement Exec for Chief Marketing Officer
David Longfritz has been selected as the first Chief Marketing Officer at John Hancock Financial.