Securities America’s Nagengast on Retirement Planning for Clients, and Reps: The Weekend Interview
Jim Nagengast, CEO of Securities America, sat down with AdvisorOne to discuss the 1,900-rep BD's retirement income strategy.
Gridlock: What the Election Means for Advisors
Other than wishing for a little more business acumen among our political leaders, what are the lessons, if any, that advisors and their clients can learn from this mid-term election?
Broker/Dealer Briefing: News and Products
Securities America, the 1,900-representative independent broker/dealer, announced July 26 that it had named Jim Nagengast to succeed Steve McWhorter, who resigned in January as CEO...
Securities America Names Jim Nagengast as CEO
Securities America, the 1,900-representative independent broker/dealer, announced Monday, July 26 that it had named Jim Nagengast to succeed Steve McWhorter as CEO of the Omaha-based firm, a subsidiary of Ameriprise Financial.
It was always James D. Nagengast's plan -- after eighty-sixing a teenage notion to be a doctor, lawyer or computer scientist -- to turn a...
Walt Bettinger, president and COO of Charles Schwab Corp., will succeed the company's founder and chairman, Charles Schwab, as CEO of the company, effective October...