United Planners on Its Tech: The Glue That Holds It All Together
“Our master philosophy is ‘enter once, use many,’” Sheila Cuffari-Agasi says when describing the technology employed at United Planners Financial Services.
FSI Adds 250 New Members Through Girard Securities
The advocacy organization says its membership renewal rate remains high.
Top 20 International Stock Funds in DC Space
The list is part of a series of rankings BrightScope regularly publishes to provide insight into the top funds and managers in the retirement marketplace.
‘Great Rotation’ Overblown, Sanford Analyst Says
It’s not that the “great rotation” isn’t happening; it’s just that it’s not happening as most investors expected.
Nouriel Roubini Warns of Bubbles in the Economic Broth
Nouriel Roubini channeled PIMCO’s Bill Gross by employing a soup metaphor to warn of economic woes to come.
Orion Advisor Services Releases New Prospecting App
The Discover app is meant for mobile devices and can be embedded on any website.
YCharts Aims to Be ‘Bloomberg for Advisors’
Shawn Carpenter learned a lot at Google and is using that expertise to help advisors help clients.
Edward Jones Hires 390 Military Veterans as Financial Advisors
Firm lands on several military-friendly employer lists and demonstrates commitment to helping the transition to civilian life.
Genworth Wealth Management Now Called AssetMark—Again
What’s old is new for the recently sold, and rebranded, financial services firm.
Clients Shaky on Finance Skills: Survey
More than half of women and 42% of men say they lack the financial knowledge to feel confident making investing decisions, Jackson National Life finds.