Tag: Workplace

Sometimes Advisers Need a Plan, Too

Global Financial Private Capital rolled out Legacy Lock and Adviser to Adviser Continuity, two succession and business continuity programs for partner advisers.

OneAmerica Names New CEO

Financial and retirement services provider OneAmerica announced that J. Scott Davison will become the company’s new CEO on April 1, upon the retirement of current CEO Dayton H....

State-Run Plans Could Hurt Advisers

Lawmakers in several states have proposed the idea of state-run retirement plans for private sector workers, a move that some say could be bad news for advisers.