Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Assessing Employees Effectively
By Staff WriterAn effective performance evaluation will assess all planning employees in the following nine areas of development, weighted to emphasize the areas most important to each...
March 26, 2006
GAMA International Unveils Plans To Double Membership By 2010The leadership team of GAMA International unveiled plans at its annual conference to nearly double the organization's membership by 2010, in part through a campaign ...
November 01, 2005
Coaching CredentialsHere are the three designations awarded by the International Coach Federation (ICF) and each designation's requirements: Associate Certified Coach (ACC) 60 hours of coach-specific training 250 hours of...
October 05, 2004
Fiserv CEO To Retire In June 2006NU Online News Service, Oct. 5, 2004, 5:24 p.m. EDTLeslie Muma, the chief executive officer of Fiserv Inc., Brookfield, Wis., plans to retire in ...
September 01, 2004
NAIC Vice President ResignsJim Poolman has resigned as vice president of the National Association of Insurance Commissioners, Kansas City, Mo.[@@]Poolman says he will continue to be North ...
August 13, 2004
Conseco's President Quits SuddenlyWilliam J. Shea has unexpectedly resigned as president and chief executive officer of Conseco Inc.[@@] Shea assumed ...
June 24, 2004
Seeds Of GrowthByThe Million Dollar Round Table annual meeting is always an inspiration, and this years at Anaheim was no exception.There were many fine speakers delivering important ...
June 17, 2004
Chung At The Helm; A Milestone For MDRTChung At The Helm; A Milestone For MDRTSept. 1 will mark a milestone in the Million Dollar Round Table's storied 77-year history: The organization will ...