Retirement Industry People Moves
Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more.
Source: plansponsor.com
David Knoch News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 1
Here's how executives at BDs, consulting and educational groups and financial technology firms are changing the industry.
Source: thinkadvisor.com
LUMINARIES 2023 Finalists: Thought Leadership & Education — Individuals
These industry VIPs are leading the way with podcasts, TikTok content and tax strategies to help advisors grow their practices.
Source: thinkadvisor.com
LUMINARIES 2023 Finalists: Thought Leadership & Education — Firms, Group 2
These top industry programs are paving the way for advisors to better serve clients and grow their practices.
Source: thinkadvisor.com
WealthStack Roundup: Salesforce Launches Financial Engagement Platform
Also, Wealthtender launches its Certified Consultant Program.
Source: wealthmanagement.com