Become a referral builder, not a referral blocker. Learn what you can start doing right now to increase referrals - without having to ask for them. Get the video and ReferralBuilder starter kit.
LearnVest Advisors To Be Offered Jobs At Northwestern Mutual
Financial planners working at shuttered wealth tech platform LearnVest will be offered positions at Northwestern Mutual, according to company spokeswoman Betsy Hoylman. Those choosing not to accept roles at the parent company “are being offered a generous severance package,” she said. ...
American Retirees Are Still Pinched, Despite Bull Market Roughly one in every four retirees is having financial challenges, even amid the current nine-year bull market, according to a recent poll by Gallup. The survey also found there is a disconnect between non-retirees and retirees in their perception of financial security: once retired, Americans tend to feel more secure about their financial future than those who are yet to retire ...
Buffalo Firms Merge, Bring Together Almost $900 Million In Assets Two Buffalo, NY-based wealth management firms announced they are merging, creating a group that will manage nearly $900 million in client assets. Spectrum Wealth Management ($340 million AUM) is merging with WNY Asset Management ($552 million AUM) after four years of talks between them. ...
