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.
DOL Fiduciary Rule Out by May 2016: Lawyer
DOL must finalize a rule in the next year in order to implement it before another president takes office, ERISA lawyer Steve Saxon says.
Half of Retirees Wish They Had Quit Earlier
If they could have retired with the same amount of money, retirees wish they had stopped working four years earlier, an NY Life survey found.
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.
Sales of Immediate Annuities Soar
Despite low interest rates, sales of immediate annuities hit a record $8.3 billion last year, LIMRA says.
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.