Evaluating Young Financial Planners
Earlier this spring, I visited four CFP Board-registered university programs to ensure we are sourcing the best available talent for the firms we represent.
American College Launches Comprehensive Planning Designation
The American College announced that it is launching a new designation: the Financial Services Certified Professional (FSCP).
First Allied’s Surprise Sale to Real-Estate Group Creates ‘Whole New Dynamic’ for BDs
Flush with cash, more conglomerates that sell REITs could follow in Realty Capital’s footsteps—perhaps spawning conflicts of interest, Jonathan Henschen says.
Future of DC Plans Hitched to Economy, Education: Outlook 2013
By now, the move out of DB plans into DC plans has been well-established, although the success of the plans wavers with the strength of the economy. There are also two kinds of 401(k) investors.
Long-Term Care Insurers Launch Career Center
The American Association for Long-Term Care Insurance has launched a new Career Success Center to attract more producers to the full-time or part-time sales of LTC insurance policies. Access is free.
New Hire Roundup: Seilers Join Raymond James and Williams Moves Up, Carson Wealth Launches RIA
This week in new hires, the Seiler brothers went to Raymond James, while Greg Williams was named to a new position there; Carson Wealth Management launched its own RIA; and Aaron Cooper and Richard Perkins went to Putnam.