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sales champ
Buddy System
Retirement plan relationships are evolving from a casual give and take toward something more formal
Attorneys, Financial Professionals Top List of Worst Drivers
Data from insurance.com suggests certain professions are more likely to have had an accident.
Opinion Letter Program for 403(b) Plans Set to Launch April 1
An Internal Revenue Service (IRS) official said the agency has set April 1 as its target date for launching an opinion letter program for prototype and volume submitter...
New Index Tracks Prices of Commodity, Financial Futures Contracts
Standard & Poor's has launched the S&P Dynamic Futures Index (S&P DFI).
Invesco PowerShares ETF Starts Trading
Invesco PowerShares announced the PowerShares CEF Income Composite Portfolio began trading Friday on the NYSE Arca under the ticker symbol PCEF.
BofA Snags Tighe from MSSB
Bank of America Merrill Lynch’s wealth management unit poached Morgan Stanley Smith Barney executive Jimmy Tighe to serve as a senior office responsible for business and resource integration,...
William Blair Investment Management Names Global Head of Distribution
William Blair & Company announced that Daniel P. Charles will join the firm as global head of distribution for William Blair Investment Management, effective March 10.
RothProfessional.com Aims to Help Advisers Spot Roth Conversion Opportunity
Archimedes Systems, Inc., and Convergent Retirement Plan Solutions LLC announced the launch of RothProfessional.com, a Web portal to aid advisers with Roth individual retirement account (IRA) conversions.
Van Eck Releases Egypt ETF
New York-based asset manager Van Eck Global has launched the Market Vectors Egypt Index ETF on NYSE Arca.
AlphaSector AllWeather Indexes Hit the Market
F-Squared Investments has unveiled the AlphaSector AllWeather Indexes.
Lincoln Adds Transaction Monitoring to Unifier Service
Lincoln National Corporation has enhanced its Lincoln Unifier service offering to further help employers comply with the new 403(b) regulations.
IRI Announces Staff Additions
Integrated Retirement Initiatives, LLC, (IRI) has announced the addition of John Paul Ruiz and Gordy Lusian to its staff.
USI Provides Form 5500 Electronic Filing Solution
USI Consulting Group has introduced a new EFAST2 Solution to assist its Direct Solutions clients in meeting Department of Labor-mandated Form 5500 electronic filing requirements.
Fund Managers Question Global Economic Recovery
The latest BofA Merrill Lynch survey found that fund managers are retreating into cash as skepticism rises over economic recovery in Europe and China.
IRS Debunks Frivolous Tax Arguments
The IRS has released the 2010 version of its “discussion”—and rebuttal—of many of the more common frivolous arguments made by individuals and groups that oppose compliance with federal...
sales champ
Lockton Dallas
David W. Altimont, Lucas M. Barton, Courtney Stroope, Erika Chavez, Kim Pacheco (Dallas, Texas)
sales champ
Michael M. Kane and Associates, an NRP member firm
Michael Kane, Mary Kane, Ashley Black, David Robinson (Alpharetta, Georgia)