Larry Roth, president and CEO of the AIG Advisor Group broker/dealer Royal Alliance Associates, announced several management promotions on September 21. Clara Sierra, senior VP of Investment Advisory Services was named senior VP, investment advisory services and marketing; Gary Bender, formerly first VP and national recruiting manager, was named senior VP and national recruiting manager; and LeeEllen Waker-Redd, formerly VP, regional management, was named first VP, business development and elite sponsor relations.
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Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees...
Hundreds of plan advisors are successfully gaining the attention of CFOs and securing appointments. Learn how with this short video.
Discover how charitable donations of complex assets such as real estate or privately held stock can help them give more to charity, save cash and...
Jun 20, 2017
Join this complimentary webcast to discover how the top three SMA Mangers of the Year beat their peers by consistently delivering alpha.
May 24, 2017
Join this complimentary webcast to listen in on a roundtable discussion on the current state of the industry, as well as receive tips and strategies...
May 11, 2017
Mega trends continue to impact the wealth management industry. Trends such as new digital competition, increasing compliance standards, fee pressures, and an aging advisor population....