Deals & People March 24, 2014

Lincoln Financial Names Sales Directors

Lincoln Financial Distributors, part of the Lincoln Financial Group, has named George Manning and Michael Rinaldi as regional sales directors for its intermediary retirement plan sales force.
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Reporting to Jim McCrory, divisional sales manager, Manning and Rinaldi will provide Lincoln’s retirement plan solutions to financial representatives, helping them to guide clients to better protect the wealth of their employees. Manning will be responsible for Maine, New Hampshire, Vermont, Rhode Island and western Massachusetts. Rinaldi will cover northern Ohio.

Manning has more than 25 years of experience in the financial services industry. Prior to joining Lincoln, he was an independent consultant, specializing in advisory practice management and business development, in Boston. From 2010 to 2012, Manning served as vice president of Retirement Strategies for Natixis Global Asset Management, also in Boston.

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Earlier in his career, Manning served in a variety of sales leadership capacities at AllianceBernstein Investments, in New York; Principal Financial Group, Boston; Marsh (Mercer) USA, Inc., Boston; John Hancock Funds, Boston; Putnam Investments, Boston; and Fidelity Institutional Retirement Services Co., Boston.

Manning received a bachelor of science degree in finance from Fairfield University in Fairfield, Connecticut, and holds FINRA Series 6, 7, 26, 63 and 65. In addition, he is an Accredited Investment Fiduciary, and holds Life, Accident and Health, and Annuity licenses.

Rinaldi has more than 17 years of experience in the financial services industry. Prior to joining Lincoln, he served as a regional sales director for MassMutual Retirement Services in Cleveland, where he was responsible for the sale of retirement plans through financial intermediaries in the bank, wirehouse, independent and insurance adviser channels. Earlier in his career, he held sales leadership roles at The Hartford in Cleveland, Ohio, and Manulife Financial (John Hancock) in Chicago, Illinois.

Rinaldi received a master of business administration degree from the University of Dayton in Dayton, Ohio, and a bachelor of science degree in marketing from the University of Alabama in Tuscaloosa, Alabama. He received an executive certificate in financial planning from John Carroll University at University Heights, Ohio, and is a Certified Employee Benefit Specialist, as well as an Accredited Pension Representative. In addition, he holds FINRA Series 6 and Life, Accident and Health, and Variable Insurance licenses.

Lincoln Financial Group is headquartered in the Philadelphia region. Companies of the Lincoln Financial Group had assets under management of $207 billion as of December 31, 2013.

The Markets March 24, 2014

Webcast Replay on Liquid Alternative Mutual Funds

The recording of a webcast on the distribution of liquid alternative mutual funds is now available to a select audience.
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A replay of the “Distribution of Liquid Alternative Mutual Funds – Assessing Advisors’ Growing Demand Across Channels” webcast, which originally took place on March 20, is now available to subscribers of Strategic Insight (SI), an Asset International Inc., company.

The webcast, hosted by SI’s Dennis Bowden, is approximately 45 minutes long and covers:

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  • which channels have been the fastest adopters of liquid alternative funds and how might the evolution of such demand project moving forward;
  • what categories of alternatives have made the largest inroads within each channel;
  • how is the competitive landscape for alternative funds evolving and where are newly launched alternative funds being adopted at the fastest pace; and
  • what opportunities might potential rotations from traditional bond funds create for alternative strategies and what are some important demand nuances across channels.

You must be an SI subscriber to view the recorded webcast and can login here. The login page also contains information about how non-subscribers can access the webcast.

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