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Using Risk to Manage Client Expectations |
One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, productivity, and higher levels of client trust.
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NFP Advisor Services Names Chief Compliance Officer |
Mike Pedlow is the next chief compliance officer for NFP Advisor Services, an advisory network providing wealth management solutions, integrated technology and business consulting, including compliance services, to independent financial advisers.
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Groom Lawyer Rejoins Firm Following Senate Staff Role |
Employee benefits law firm Groom Law Group announced Michael Kreps has once again joined the firm as a principal after spending five years on the staff of the U.S. Senate Committee on Health, Education, Labor and Pensions, where he helped manage all aspects of the committee’s retirement agenda.
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Arnerich Massena Appoints New Retirement Leader |
Independent advisory firm Arnerich Massena appointed Jacob O’Shaughnessy as senior consultant, taking on strategic leadership for the firm’s retirement plan services team in both the corporate and public plan markets. He first joined the firm in 2009 and is an elected member of the Industry Committee of the National Association of Government Defined Contribution Administrators.
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