Will Fuller, Kerry Geurkink Awarded IRI's First Leadership Awards
The award presented by the Insured Retirement Institute recognizes contributions to both IRI and the annuity industry.
Wealth Protection a Growing Priority for Investors: Lincoln Financial
After the last few years of unpredictable financial markets, 58% of respondents in a Lincoln Financial Group study are reporting a strong need for wealth protection.
New Hire Roundup: American College Names Johnson President and CEO
In another personnel move, Advisor Software has hired Charles Brown as vice president of business strategy.
Top Portfolio Products: ProShares Rolls Out 2 Credit-Focused ETFs
Lincoln Financial adds survivorship life offerings; Beaumont Capital and Envestnet share new portfolio strategies.
New Hire Roundup: CFTC Names Goelman Enforcement Chief
Grace Vogel joined PwC’s financial services regulatory practice, and the Hedge Fund Association named three women to leadership positions.
Top Portfolio Products: State Street Launches Global Bond ETF
IFC and Incapital roll out bond program, while Solactive introduces a green bond index.
McPlanning? How Franchising Works in the Advisory Space
Briggs Matsko looks to replicate the success of Retirement Security Centers in other markets.
New Hire Roundup: Ohio Securities Commissioner Andrea Seidt to Lead NASAA
Stephanie Zaffos joined Convergent Wealth Advisors, Scivantage welcomed Jim Toussignant, and the SEC announced three staff promotions.
New Hire Roundup: FINRA Names Keenan, Weddle New Board Members
This week in news hires, FINRA appoints new board members; Gene Tannenbaum was named managing director of Lincoln Financial Advisors; American Century Investments promoted Chris Krantz and Jeff Bourke.
New Hire Roundup: Carol Yochem Joins TD Wealth
This week in new hires, Carol Yochem joined TD Wealth, and Karen McNeill was appointed head of family history for U.S. Bank’s Ascent Private Capital Management.