Tag: Business model

(Stephen Kelliher, Joseph McLaughlin, Bennett White) Norwell, Massachusetts

O'Hanlon Michener & Douglas, NRP Slingerlands, New York

UBS Rochester, New York

(Troy Hammond, Laura Battle, Devyn Duex, Deanna Bamford, Mike Woods, Daren Alcantar, Denisse Hernandez) Santa Barbara, California

Mark Medlin, Mike Hudson (Raleigh, NC)

Pension Architects, NRP Malibu, California

Barbara Delaney, Cathy O’Halloran, Martha Kelly, Kylee Hall (Pearl River, NY)

The ten finalists for the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards.

Baystate Fiduciary Advisors, Inc., a Member Firm of NRP (Milford, MA)

(Randall Long, Jon Upham) Irvine, California

John Prichard Sr. and Blake Thibault (San Francisco, CA)

Mayflower Advisors, LLC Boston, Massachusetts

Telamon Insurance&Financial Network (Newton, MA)

(Rob Kieckhefer, Janet Ganong, Brian Kertscher, Darlene Roslawski, Meghan Madigan) Milwaukee, Wisconsin

JMB Wealth Management/National Planning Corporation (Torrance, CA)

As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.

Investment Research&Advisory Group, Inc. (Atlanta, GA)

Kendall Storch, Phil LeBlanc, David Boucher, Andrew Hershenow, Adam Miloro (Boston, MA)

The 2009 finalists are:

A review of a recent product development