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Check out this week's top stories from Money Marketing! This week's featured highlights include a significant decline of nearly 65% in SJP net flows and a growing trend of retirees choosing to plan their own retirement without seeking financial advice. Read more below: SJP net flows fall by almost 65% In the first
Quilter Financial Planning has appointed Joanne Bean as a senior relationship manager to enhance the development of appointed representatives (ARs). She joins the advice network after 20 years at Tenet Group, where she held the role of business support consultant, leading on relationships with AR firms across the
Claudia Cannan Leighton, 77, died at home in the loving arms of her husband on March 19, 2024. A wife, mother, grandmother, and a well-known presence around her town, her smile and spunky spirit will be sorely missed. Claudia Frieda Cannan was born...
Joanne Bean, who has worked at St. Joseph's College and Jackson Lab, brings an important perspective as the first leader to have attended the camp along with her family.