Karl Zeller has been named strategic relationship manager as part of
In this new role, Zeller, 32, will be responsible for cultivating relationships at broker-dealers and financial-planning firms nationwide. He will report to Gary Ross, managing director of the private client group.
Zeller previously served as a regional sales director at Turner and has been with the company since 2002.
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
