Merrill Lynch’s “Affluent Insights Quarterly Survey” took a closer look at the state of affluent small business owners in America.
Sheridan Road Financial, a provider of corporate advisory, corporate retirement, and wealth management services, has hired two investment consultants, Steven Kellar and Thomas Daney.
Tom Fickinger was appointed head of Financial Advisor Strategy, a newly created role, at Merrill Lynch.
If “one is the loneliest number,” why would anyone choose to work alone?
The American Society of Pension Professionals & Actuaries (ASPPA) and the Centre for Fiduciary Excellence (CEFEX) have announced changes to their service provider certification program.
Next week we will launch our eighth annual search for the nation’s best retirement plan advisers.
We all know that some mornings its harder than others to get to work on time.
Turns out that watching the World Cup could be hazardous to your health.
The “Gender Gap” is still alive and well among financial advisers, according to a new study.
John A. Pickett has joined Raleigh, North Carolina-based CAPTRUST Financial Advisors, leaving RBC Wealth Management’s Institutional Consulting Group.
While most surveyed registered investment advisers (RIAs) said succession planning is important to their clients, less than half of RIAs have a formal plan.
About one in 10 brokers reported that they are very unsatisfied with their firms, according to a new survey.
As the workplace becomes increasingly mobile, smartphones have become indispensable to many owners of small and medium-sized businesses, according to a new survey.
401(k) Rekon, a recently launched research provider for retirement plan advisers, is hosting its first symposium.
The NASDAQ Stock Market offers a new Web resource center for financial planners.
Rick Wedge of of Novato, California-based Northgate Benefits, an NRP member firm, has been named the 2010 PLANSPONSOR Retirement Plan Adviser of the Year and The Prince Group in Indianapolis, Indiana has been named the 2010 PLANSPONSOR Retirement Plan Adviser Team of the Year.
The Prince Group (Indianapolis, Indiana)
If you are on one of these flights, you can probably count on it being late.
In the old days of smartphones, having a BlackBerry probably pegged you as a businessperson; however, that might no longer be the case.
To meet “Americans' growing need for financial guidance,” Northwestern Mutual said it plans to recruit more than 2,300 financial representatives and more than 2,500 financial representative interns in 2010.