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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
July 05, 2009 at 08:00 PM
Lynn Niedermeier has decided to retire, and she will step down from her positions as president and chief executive officer of INVEST Financial Corp., the firm says.
Niedermeier has been president and CEO of INVEST, Tampa, Fla., since 2001.
INVEST is a division of National Planning Holdings Inc., Santa Monica, Calif., a broker-dealer unit of Jackson National Life Insurance Company, Lansing, Mich.
Jackson National is an arm of Prudential P.L.C., London.
“My decision to retire was a difficult one to make, but I feel it is necessary to focus my energy on certain personal issues at this time,” Niedermeier says in a statement about her decision to leave INVEST.
Jim Livingston, president of NPH, will take over Niedermeier’s responsibilities on an interim basis, INVEST says.
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