The move is to compliment plans to boost distribution through financial advisers and broker/dealers. "The internal sales desk is a key component of a distribution strategy which began early in 2004," said Stephen C. Holmes, ICON executive vice president and chief sales and marketing officer. "We anticipate the efforts of the internal sales desk will have a measurable impact on ICON's growth. Our goal is to provide financial solutions that financial advisers can use to meet their financial goals."
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An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.
8h ago -
After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.
9h ago -
During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.
April 18 -
Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.
April 18 -
Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.
April 18 -
The Providence, Rhode Island, company is having discussions with private wealth management teams elsewhere as it seeks to expand its fledgling private bank. In just three months, private banking deposits doubled to $2.4 billion.
April 17