sales champ January – February 2012

Great Aspirations

Best practices in adviser marketing

Reported by

Tara M. Cantore

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In Practice

January 14th, 2025

Transamerica Introduces New Logo

The rebranding campaign is meant to highlight Transamerica’s commitment to middle-income Americans.

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Nationwide Shifts Advertising to Highlight Financial, Plan Services

A new Nationwide marketing campaign will highlight financial services that include financial and 401(k) plan services, in contrast to home...

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Enhancing Client Engagement and Scalability Within Your Retirement Plan Business

A 401(k) advisory marketing specialist discusses Days 61-90—and beyond—for creating a successful practice.

cover story January – February 2012

PLANADVISER’s 2012 Top 100 Retirement Plan Advisers

Reported by

PLANADVISER staff

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Practice Management

May 31st, 2024

Recent College Graduates See Finance as Top Career Prospect

Young adults are also more optimistic in career prospects compared to prior years; separately, CFP marked a milestone of 100,000...

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Echelon: Investment Adviser M&A Bucks Downward Trend in Dealmaking

Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3...

Deals & People

October 19th, 2022

CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets

The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...