The firm is partnering with bilingual education expert Rebecca Heaton Juarez to deliver broader-based financial wellness and participant educational services in multiple languages.
Tag: Hiring firing
How to best serve your clients and know when to grow your practice.
According to data from Wells Fargo and TheMuse, if given $1,000 in spare cash to invest, 86% of Millennials would be motivated to invest in a company that “makes the world a better place with their products.”
The principal of financial adviser inclusion and diversity at Edward Jones reflects on her job leading the advisory company’s revamped diversity efforts—informed by her own first career as an adviser in the field.
But, as the ranks of advisers nearing retirement grows, there is a need for formal succession plans, TD Ameritrade says.
According to a report by the NEBR, women are punished more severely than men for misconduct and they are also less likely to find new employment.
Establishing scholarship funds and more carefully considering the benefits of diversity in the hiring processes are just a few of the ways an increasing number of firms say they are committed to improving industry diversity.
As retirement plan advisers build their business, there are many considerations about how to add, manager and train staff.
The LPL board has appointed Dan Arnold, current LPL president, to be president and CEO effective upon current CEO Mark Casady’s retirement.
Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.
If a client at age 65 is hesitant to work with an adviser who is much younger than they are, what’s going to happen in 10 years? Or 20 years?
NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales rep; GW&K adds taxable bond portfolio manager; Northern Trust Asset Management boosts OCIO team.
PNC Asset Management moves ahead on CIO transition; Morningstar acquires RightPond analytics capabilities from Rocaton Investment Advisors.
People on the move at Cetera Financial Group, Neuberger Berman, FinMason, Putnam Investments and more.
People on the move at Mutual of America Life Insurance Company, Beacon Pointe Advisors, TIAA and Pentegra Retirement Services.
New hires and promotions at Channel Financial Pension Services, Groom Law Group, Cambridge Investment Research and more.
New hires at OneAmerica, T. Rowe Price, JP Morgan Asset Management and Lincoln Financial Group.
New hires and promotions at Hamilton Capital Management, SEI, Fiduciary Investment Advisors and more.
The managing director of corporate relations for the CFP Board says there are many ways to successfully recruit Millennials and Gen Xers into an advisory practice—what matters most is the effort.
This week: Jefferson National creates an investment and research position, CBIZ makes another acquisition, Arnerich Massena names a division managing director and more.