Jacqueline Sergeant

Getting Advisors Set Up For Seminars

by

White Glove focuses on planning and coordinating seminars to help advisors attract clients.

Retirees Want Nothing To Do With Bitcoin

by

A new survey found that one-third of retirees know nothing about the cryptocurrency.

Nearly 60% Of Millennials Look To Lottery For Retirement, Survey Says

by

For 18 percent of Americans, winning the lottery is their retirement plan, the survey said.

Broadridge To Acquire TD Ameritrade Retirement Plan Custody, Trust Assets

by FA Staff

The purchase will expand Broadbridge's Matrix Financial Solutions platform.

Health Insurance Top List Of Desired Benefits Across Generations

by

Study by LIMRA says generational shifts are impacting employee benefits.

CFP Board Offers Advisors Guide For Better Hiring, Employee Retention

by

The guide also lays out a model career path that advisors can use for their employees.

Majority Of U.S. Workers Want ESG Funds In Their Retirement Plans, Survey Says

by

Sixty-one percent said they'd be more likely contribute to their workplace plans if ESG products were available.

State Pension Assets Rise 6% In 2018

by

Increased contributions and asset growth helped state pensions increase their funding ratios, a report says.

Steve Patterson Of Fidelity Elected To Chair LIMRA SRI Board

by

Jamie Ohl of Lincoln Financial Group was named vice chair, according to LIMRA.

NorthStar Announces Rebranding, Name Changes

by FA Staff

Northstar is changing its name to Orion Advisor Services.