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Marketing and DC plan specialists from SEI Institutional Group discuss the meaning behind the phrase; the 'DB-izing of the DC plan.'
February 29 -
As part of the deal, MetLife will be the exclusive developer of certain annuity products issued by MassMutual.
February 29 -
Women are still underrepresented when it comes to owning independent firms, but there are reasons for optimism.
February 29 -
Cybercriminals and hackers are increasingly targeting people, and not just technology, in an attempt to breach financial institutions.
February 29 -
Love him or hate him, Trump provokes strong reactions from much of the electorate, bankers included. His volatile temperament and penchant for showmanship have left many skeptical, but some see his business experience and dealmaking savvy as a positive.
February 29 -
A manager of an errant broker finds himself the target of regulators and asks our compliance columnist: What could I have done differently?
February 29 -
Jonathan Ormsby is a strategic account manager for Transitions Optical, and 10-year veteran of the optical industry. In his current role, he focuses nationally on managed vision care and doctor alliance groups. Orsmby joined Transitions in 2006 as lens consultant in the Chicago market, working with eyecare professionals and optical labs in the midwest to grow their Transitions sales. In January 2008, he moved to Portland, Ore. to manage Transitions’ business in the Pacific Northwest. He has been an ABO approved speaker since 2007 and has given presentations throughout the country on everything from product specific education to industry data and business management.
February 29 -
In 2015, FINRA slammed offenders with $46.3 million in sanctions for suitability-related infractions, nearly six times the $7.9 million it imposed in 2014.
February 29 -
Finding top people is getting harder, says Kathy Freeman, so putting this in a compensation agreement is now mandatory.
February 29 -
There are many ways firms can measure their operations performance, but which is most accurate?
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