New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
Plug 'N Play
When looking for a new financial planning platform for its sales force of 5,000 advisors, Raymond James's manager of financial planning software, John Catalano, put...
Part 1: Planning to Go
MoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...