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| | Olympic silver medalist Chris Mazdzer, the first American man to ever win a luge medal, is already thinking past the Winter Games. Mazdzer is studying to become a certified financial planner with plans to sit for the exam this fall. ...
Cetera Reorganizes B/Ds, Senior Leadership
Cetera Financial Group has reorganized its six broker/dealer firms into two newly-created channels. Cetera Advisors, First Allied and Summit Brokerage Services will now make up its “traditional channel,” led by Brett Harrison. Cetera Advisor Networks, Cetera Financial Institutions and Cetera Financial Specialists will be part of the “specialty channel,” to be led by Tom Taylor. ...
Full Financial Engines Suite Is Coming To T. Rowe Price
T. Rowe Price said Thursday it will begin offering Financial Engines' full suite of advisory services to 1.9 million plan participants. The full suite of services available to plan sponsor clients includes personalized professional management on all retirement accounts and comprehensive planning (in-person or over the phone) from a dedicated advisor. ... |
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