Want to Get Serious About Saving? Automate It
The bulk of pre-retirees say vehicles like direct deposit in a 401(k), a mortgage or permanent life insurance boost their confidence in a secure retirement.
New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory Group
Meanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
Hearsay Updates Social Media Apps for Mobile Phones
Meanwhile, Socialware introduces a brand protection tool for financial companies.
Hearsay Social Names CFO
William Salisbury, Hearsay's first CFO, has worked for Morgan Stanley, Avast Software and other firms.
Hearsay Social Adds Vanguard & NY Life, Doubles Client Base
The social media platform provider says it now serves some 92,000 financial professionals.
New Hire Roundup: Legg Mason Names Hoops Head of Business Development
Also this week in personnel announcements, the MSRB is seeking applications for its board of directors.
New Hire Roundup: Sonnenberg Joins Glassman Wealth Services
Also this week in personnel announcements and new hires, Tony Leonard joined OneAmerica.
New Hire Roundup: FSI Names Valerie Brown, Others to Key Posts
Execs of Cetera, Raymond James, Cambridge and First Allied will take key roles at FSI. Meanwhile, a Vanguard fund manager resigns.
Financial Security Necessary to Be a Good Person: N.Y. Life Study
Members of Gen X and Gen Y are less satisfied with their financial situation than their parents, according to a New York Life study released Thursday.
New Hire Roundup: Westport Resources Promotes DeLaura
This week in new hires, Westport Resources promoted Christopher DeLaura and added Ashley Schexnaildre, and Susan Axelrod was promoted and Jonathan Sokobin was added by FINRA.