Tag: Workplace

Lincoln Financial Network, the retail distribution division of Lincoln Financial Group, has expanded its Office of Practice Management (OPM) services.  

About half of nearly 1,300 advisers surveyed by Curian Capital surveyed feel time management and efficiency will be their biggest challenge in 2011. 

Wall Street–watch out. At this week’s Toy Fair in New York City, Hasbro is introducing a completely computerized version of Monopoly–no “banker” necessary.  

SageView Advisory Group has hired Jason Smith and Jodi Macleod to work in its newly created Omaha, Nebraska, office. 

Despite a lack of major upgrades to adviser-oriented Web sites, a recent report found overall improvements to online tools regarding annuities offered by financial services firms.  

Many advisory firms grapple with the possible benefits (or consequences) of participating in a merger or acquisition; a panel at the inaugural Virtual PLANADVISER National Conference discussed the...

CPI Qualified Plan Consultants announced that Matthew K. Scott will serve as the first retirement plan consultant in the Phoenix, Arizona office.

A recent study from kasina found that 60% of asset managers have a mobile strategy in place and recommended more firms develop one as soon as possible.   

Food&Wine has created its list of the top 25 burgers across the U.S.  Warning: reading the following article may result in stomach gurgling and mouth watering.   

William Blair & Company announced an agreement to acquire certain assets of Guidance Capital LLC, a specialist in developing and managing multi-manager hedge fund of funds strategies.

Transamerica Retirement Services announced the addition of three people to its Third Party Administrator (TPA) Channel “to boost support and services for the TPA community.”

TD Ameritrade Institutional has been collaborating with third-party technology providers in order to open its Application Programming Interface (API) with its VEO management platform.   

For the second year in a row, the Marist Poll finds that “whatever” is the most annoying word or phrase in conversation.

Although having a mentor is beneficial for both genders, it is more beneficial for men, according to the latest study from Catalyst, a nonprofit research organization working on behalf...

Executives from The Keane Organization, a provider of specialty compliance and risk management guidance, have created a spinoff company, Risk Compliance Performance Solutions, LLC.

The Principal Financial Group has introduced the Principal Advisor Compensation Application to provide direct access to a consolidated and summarized view of compensation statements.

Balancing the demands of the home office and the needs of a widely-dispersed wholesaling staff can be very challenging for a sales manager, according to a Cerulli Report.

Pershing Advisor Solutions, a BNY Mellon company, will be hosting a series of practice management forums in Atlanta, Seattle, and Boston in the next few weeks.  

There has reportedly been a settlement reached in a lawsuit alleging that the bank’s Merrill Lynch unit discriminated against women,

If you are a man with a moustache, November is your time to shine.