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Some 25 million people a year are thinking about social security, opening a door to a massive market for advisors, Bill Meyer, founder and CEO of Social Security Solutions, said at the Retirement Income Industry Association conference.
October 9 -
Mercer Hammond has added a trio of national segment leaders to service three major components of the US investments market.
October 9 -
Facebook is the worlds largest social network with more than 800 million active users. That is a lot of potential clients. However, Facebook presents some unique challenges to client acquisition, according to Craig Faulkner.
October 9
FMG Suite -
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The online supplier of financial information said it is beginning to market a variety of analytical services for valuing and determining the risks of particular bonds that are derived from the Aladdin platform built by BlackRock.
October 8 -
The Retirement Income Industry Association recognized the best marketing and thought-leadership in the industry during its annual conference
October 5 -
Scott & Stringfellow has brought on three former Wells Fargo advisors to join its Charlotte office.
October 5 -
The result of the upcoming Presidential election will have little impact on investors, according to Andrew Mehalko, President of AM Wealth Management.
October 5 -
A little more than a decade ago, when Deloitte put together its first fair valuation survey, our goal was to help mutual funds benchmark their valuation policies and procedures against others in the industry, as well as to highlight the different approaches we saw. Based on the initial flurry of responses we received, we realized we had hit on something unique.
October 5 -
"To float or not to float? That is the question."
October 5
