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IMHO: “To Do” List

10 Things You’re (Probably) Doing Wrong—or Not Doing Right—as a Plan Fiduciary 

Can Sex Help You Sell?

Add this to the list of studies about how to improve job performance: Increased sexual activity might lead to an improvement in problem-solving, confidence, and teamwork.

Great-West Beefs Up Wholesaler Ratios

Great-West Retirement Services has hired eight additional internal wholesalers to further enhance the support it provides its external sales force and their financial adviser and third-party...

Funds See $44B Asset Influx in July

The recent market uptick continued to benefit U.S. mutual fund flows in July as investors poured almost $44 billion ($171 billion year to date) into fund offerings, Morningstar...

Westrock Names Hunter CEO

Westrock Group, Inc., a financial services holding company, named Donald H. Hunter, Jr., as CEO and president of the firm and its wealth management subsidiary, Westrock Advisors, Inc.

American Reliance Will Offer FundQuest Technology

American Reliance Group, Inc., (ARG), a financial advisory firm headquartered in Spokane, Washington, has selected FundQuest to provide outsourced technology, back-office, and investment research services.