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The Life and Health Insurance Foundation for Education has a new leader.
Mark Johnson, a past president of the National Association of Insurance and Financial Advisors, Falls Church, Va., is the new chairman of the LIFE board.
Johnson succeeds Brian Ashe, a past president of the Million Dollar Round Table, Park Ridge, Ill.
The chairman-elect is Gary Simpson, a past president of GAMA International, Falls Church, Va.
The bank was charged with fraud and misleading investors about its cross-selling results from 2002 to 2016.
The broker was terminated for alleged personal trading and related conduct involving a penny stock.
A survey from Nationwide teases out how these generations are different from each other and from older investors.
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Financial planning services help advisors differentiate themselves, improve client relationships, drive better outcomes, and more. So why don’t more advisors offer financial planning?
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Seven Relationship Skills That Will Impress High-Net-Worth Investors
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