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Independent Investment Consulting Services


Location: NY
Posted: 03/03/2021
The New York State Deferred Compensation Board is seeking proposals from registered financial advisers to provide Independent Investment Consulting Services to the New York State Deferred Compensation Plan, a plan meeting the requirements of Section 457 of the Internal Revenue Code. Deadline for receipt of proposals is April 16, 2021. Additional information about this RFP may be obtained from the Board’s web site: http://www.deferredcompboard.ny.gov beginning March 3, 2021. MWBE firms are encouraged to reply.
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Commonwealth to Bolster Wealth Management Advisor Support with Incoming Senior Vice President


Press release content from Business Wire. The AP news staff was not involved in its creation.
Commonwealth to Bolster Wealth Management Advisor Support with Incoming Senior Vice President
February 25, 2021 GMT
WALTHAM, Mass. (BUSINESS WIRE) Feb 25, 2021
Commonwealth Financial Network ®, a national firm dedicated to providing advisor-focused business solutions, announces the hiring of Karen McColl, CFA ®, SVP, wealth management. The role will be central to shaping the next evolution of Commonwealth’s advisor support model across Advanced Planning, Insurance, Annuity Research, Investment Consulting Services, and Retirement Consulting Services as the firm continues to respond to advisors’ dynamic financial planning business needs. ....

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