The firm also launched a three-month advertising campaign to help build brand awareness in the Asian-American community, and has a Mandarin page on its website.
Mercer Advisors and GFS Create RIA Firm Integration; Cetera Creates New Channels and Enhances Leadership Team; Nationwide Hires Lead for Retirement Institute; and more.
The new dedicated team of servicing executives and account managers are experienced within their retirement plan or voluntary employee benefits specialties.
Past Regional Wholesaler Promoted by John Hancock; Willis Towers Watson Appoints U.S. Head of Asset Management Exchange; Qualified Plans LLC Joins Ascensus TPA Solutions; and more.
The proportion of plans that are at least partially bundled fell dramatically from 53.8% in 2016 to 44.0% in 2017, a continuation of the unbundling trend, according to...
Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and...