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The firm promoted Garrett Alton, a managing director of sales for Georgia, to a newly created role overseeing the firms sales teams in key Central and Mid-Atlantic U.S. markets.
November 16 -
More than half (55%) of Americans age 53 65 say they plan to continue working full-time as long as their health permits, up from 51% last year.
November 16 -
Ask Ed Slott, Your IRA Expert, answers your questions about 401(k) and IRAs.
November 16
Ed Slott & Co. -
Total money market mutual fund assets decreased by $2.54 billion to $2.575 trillion for the week ended Wednesday, according to data from the Investment Company Institute.
November 16 -
Another strong week of inflows for municipal bond mutual funds indicated sustained heightened demand for munis. Funds that report their flows weekly recorded inflows of $706 million for the week ended Nov. 14.
November 16 -
Tom Hoenig, a FDIC board member, reiterated his doubts that too big to fail has been eliminated, and offered his prescriptions for strengthening the system.
November 16 -
Securities America announced Thursday that managing partner of Kelley & Mullis Wealth Management, Michael Mullis, has become a registered representative with the independent broker-dealer firm.
November 16 -
Lisle Savings Bank, with over $516 million in assets, joins more than 150 other banks and credit unions, and more than 1,100 representatives nationwide also supported by Invest, a subsidiary of the independent broker-dealer network National Planning Holdings.
November 16 -
More than a thousand financial planners from around the country descended on Chicago for the Schwab Impact conference. The event gave them a chance for them to gain market intelligence, schmooze with peers, shop for new technology, check out new investing products and learn a few smarter ways to run their business.
November 16 -
Reaching multi-million dollar success as a female financial advisor is all about carving your own path. That is what four multi-million dollar female financial advisors said at the Women Advisors Forum in Newport Beach, Calif., on Thursday.
November 15


