James E. Clements
By staff WriterJames E. Clements has joined National Planning Holdings Inc. as senior vice president of advisory services. He will be responsible for the investment advisory service divisions of each of the four firms in the network and oversee the expansion of
November 18, 2007
Mainframes: Keep Them Or Dump Them?At the recent ISOTech conference New Orleans, I chaired a panel of experts that asked, and tried to answer, an increasingly critical question for insurers: ...
November 18, 2007
Maximum ImpactThe annual Moss Adams Studies are always revealing, and this year's recently released Compensation Study was no exception. The pay scale for non-owner professionals is...
November 15, 2007
Getting Out of the MudI remember early on in this endeavor saying, "It's not the company with the best business plan that succeeds, but the company which executes their...
November 13, 2007
Greg VerfaillieCurian Capital recently named Greg Verfaillie as senior vice president and national sales manager. Formerly divisional vice president for the West region, Verfaillie will assume national responsibility for the company's internal and regional
November 13, 2007
Family businesses and estate planningNearly 1/3 of family business owners have no estate plan beyond a will.* 54%: Percentage of family business owners who indicate a clear understanding of estate taxes.* Fewer than 1/2 of family business owners who expect to retire in f
November 13, 2007
Elizabeth A. WardSpringfield, Mass.-based MassMutual Financial Group recently appointed Elizabeth A. Ward as senior vice president and chief enterprise risk officer. As head of enterprise risk management, she will have responsibility for all elements of strategic
November 13, 2007
Financial literacy31%: Percentage of those surveyed, aged 40 or older, who correctly identified all items not covered by Medicare. 32%: Percentage of respondents who understood that a person of full retirement age or older may keep 100% of his Social Securi
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