Deals & People February 19, 2013

Indiana Firm Renamed ProCourse Fiduciary Advisors

Praxis Fiduciary Advisors LLC in Carmel, Indiana, changed its name to ProCourse Fiduciary Advisors LLC.
Reported by

The company has also unveiled a new website, www.procourseadv.com. The company’s ownership, location, people and services remain unchanged. The name change is effective immediately.

“ProCourse Fiduciary Advisors has a new image that better reflects the leadership and advocacy we deliver to our clients,” said Douglas G. Prince, chief executive of ProCourse Fiduciary Advisors. “Over the past 15 years, our team has built a solid reputation in the retirement plan investment advisory arena, and we are excited about our future as ProCourse Fiduciary Advisors.”

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ProCourse Fiduciary Advisors is an independent registered investment adviser whose team members have been providing retirement plan investment advisory and consulting services since 1998.

Deals & People February 15, 2013

NFP Advisor Services Appoints SVP

National Financial Partners Corp. (NFP) hired Dan Schwamb to NFP Advisor Services Group as senior vice president of business development.  
Reported by

Schwamb will report directly to James L. Poer, president of NFP Advisor Services Group. Schwamb was formerly vice president of business development for LPL Financial Corp., where he recruited more than 240 advisers with high levels of fees and gross production. Schwamb successfully led a top-tier territory and was awarded LPL Financial’s Presidents Award as a top performer. 

“Dan has the essential skills and vision needed to develop and implement a successful business development strategy,” Poer said. “He and his team will be recruiting new firms to NFP Advisor Services Group and new advisers to our existing firms. Dan has an exceptional track record of proven results, and we are pleased to have him join our organization.”

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Schwamb holds a Bachelor of Science in Business Administration from Wesley College and holds his FINRA Series 7, 73 and 65 licenses.

 

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