One in four affluent Baby Boomers is changing his retirement plan and 40% are downsizing their lifestyles in response to the economic downturn, according to Bell Investment Advisors...
Advisers are leaving their firms for various reasons, most often citing culture, the desire for more independence, and disagreement with the senior management philosophy.
The increased competition for top talent among broker/dealer firms has caused many firms to step up the recruiting initiative, according the latest Cerulli report.
Lincoln National Corporation has tapped Peter Welsh as Divisional Sales Director for the Western Division of the Wire Channel of the Lincoln Employer Markets’ Defined Contribution business segment.