"This change is [an] important step in the evolution of the NYLIM brand," said Barry Schub, senior managing director of New York Life Investment Management and head of NYLIM Retirement Plan Services. "We want to send the message that NYLIM is a unified firm with strength in institutional and individual markets. It is crucial for all of our retirement businesses to share our name along with our message."
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
10h ago -
The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
February 6 -
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
February 6 -
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5 -
Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
February 5 -
With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.
February 5




