James W. Weakley, executive vice president of strategic growth initiatives for the American General (AG) Domestic Life Companies, will serve as chair of LIMRA’s Global Board of Directors for 2009. He has been with American General since 2000 and has been in the industry for over 20 years.
The team has 11 advisors and will be the 99th advisory business to join the rollup firm.
The guidance clarifies how an investment advisor’s fiduciary duty relates to proxy voting on behalf of clients.
Top retirement industry lobbyist Brian Graff cheered the move.
Sponsored by Cavanal Hill Funds
The generation that controls 80 percent of personal finances is set to retire; thus, you need to find ways to connect to new types of clients.
Sponsored by LPL Financial
Find out how your practice can grow and thrive without sacrificing the quality, personalized service your customers are accustomed to.
Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!
- Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
- Exclusive discounts on ALM and ThinkAdvisor events.
- Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.