Black Diamond Performance Reporting announced that RIA industry veteran, Nancy Ma-Apfel, has joined the firm as Director of Client Service.
Tag: Practice Mgmt
401(k) Rekon, a Wilmington, North Carolina-based provider of adviser research and education, has opened an office near Phoenix, Arizona, the company announced.
American United Life Insurance Company (AUL), a OneAmerica company, has appointed James Gilligan to the position of regional sales director in the Orlando, Florida-based regional retirement services office.
The latest Merrill Lynch Affluent Insights Quarterly finds that among those affluent individuals who work with a financial adviser in or outside the workplace, the majority indicate that this person plays an important role in determining how to help them make the most of their 401(k) or other workplace retirement plans.
New York Life Retirement Plan Services has appointed Joseph Stabnick as its new director of marketing, effective immediately.
Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, Inc., has hired Matthew Matrisian to build a suite of succession planning tools, resources and services for advisers.
Securian Trust Company, N.A. announced that Sarah Monke was appointed president.
Cash balance plan provider Kravitz announced it has opened a New York office to develop its business in the Northeast and serve existing customers.
Cerulli Associates contends the growth opportunity for defined contribution investment only (DCIO) asset managers lies within custom target-date funds built for large plans (those with between $100 million and $500 million) and mega plans (those with more than $500 million in assets under management).
The Hartford Financial Services Group, Inc. is launching a new educational campaign to help financial advisers consult with doctors, lawyers, and other professionals on planning for retirement in the face of rising taxes, health care reform, and increasing business expenses.
The results of a recent survey of financial advisers reveal the "must-have" technologies for running a more efficient and profitable advisory business.
Brinker Capital has announced plans to launch an absolute return portfolio embedded in a separately managed account (SMA) format.
Post-recession, asset management firms are finding that brand is key to attracting clients.
Schneider Downs Wealth Management Advisors, LP has announced a name change for its retirement plan division.
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