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StanCorp Equities has appointed Jennifer Giampaolo as a pension consultant for its Orange County Retirement Plans Office, responsible for retirement plan sales in Orange, San Diego, San Bernardino and Riverside counties. She will also serve Arizona and New Mexico.
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Another financial services firm has entered the fray over providing customers high functioning mobile access.
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Many small business owners are unprepared for retirement, with a third of the women and a quarter of the men in a new survey having no estimate of how much they will need when they retire.
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Bank of America has added a new investment offering to its Merrill Edge program for mass-affluent investors.
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Portfolio management and accounting software supplier Tradar said it is working with financial data aggregation and reporting software supplier Nedelma to launch a mobile portfolio reporting app that can be accessed via the iPad and other tablets.
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Finance graduates don't always make the best financial planners.
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It can be challenging - but enjoyable - advising those who are used to giving advice themselves.
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Our annual compensation ranking examines team remuneration along with the best payout plans
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Helping clients identify and separate sources of income to face the challenges of getting older.
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Our legal expert discusses a new calculation by the SEC.
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