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
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Wealth Solutions Report Names Top Women Industry Leaders Of 2023 As Second Installment Of Pathfinder Awards Series For The Year
/PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and...
Source: prnewswire.com
Concourse Financial Group Securities Rolls out RiskPro® for their Financial Professionals and Compliance Teams
/PRNewswire/ -- Concourse Financial Group Securities (CFGS), an independent broker/dealer and RIA, and ProTools, LLC, creator of RiskPro, are pleased to...
Source: prnewswire.com
Concourse Financial Group Securities Rolls out RiskPro® for their Financial Professionals and Compliance Teams
RiskPro delivers investment proposal generation, model risk management and account volatility surveillance. BIRMINGHAM, Ala. and NEWPORT BEACH, Calif., Nov. 15,
Source: einnews.com
Concourse Financial Group Welcomes Key Group
/PRNewswire/ -- Concourse Financial Group ("Concourse"), a division of Protective Life Corporation ("Protective"), supporting more than 500 independent...
Source: prnewswire.com