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Articles tagged “financial services”

Pa. advisor marketing firm inks deal with Health Advocate

Pa. advisor marketing firm inks deal with Health Advocate

03.11.2010 | Pennsylvania

Filed in: Pennsylvania
Tagged: Bob Aller, financial services, Health Advocate, LifeCare Gateway, LPL Financial, marketing, Michael Cardillo, partnership

Group wants FINRA’s ‘incestuous relationship’ with industry addressed

Group wants FINRA’s ‘incestuous relationship’ with industry addressed

03.03.2010 | Life Insurance News, National

Filed in: Life Insurance News, National
Tagged: Allen Stanford, Bear Stearns, Bernard Madoff, Congress, Danielle Brian, financial services, FINRA, Lehman Brothers, Mary Schapiro, Merrill Lynch, Ponzi schemes, Project On Government Oversight, securities

Life insurance group adds its support to America Saves Week

Life insurance group adds its support to America Saves Week

02.24.2010 | Life Insurance News, National

Filed in: Life Insurance News, National
Tagged: ACLI, America Saves, America Saves Week, American Savings Education Council, employee benefits, finances, financial services, Frank Keating, marketing, retirement

Financial advisors left out of majority of ETF purchases

Financial advisors left out of majority of ETF purchases

02.23.2010 | Life Insurance News, National

Filed in: Life Insurance News, National
Tagged: Charles Schwab, Christy White, Cogent Research, ETFs, Fidelity Investments, financial advisors, financial services, iShares, research

Two Virginia insurance agents accused of selling securities illegally

02.19.2010 | Virginia

Filed in: Virginia
Tagged: annuities, Benefit Contract Administrators, FIC Financial Group, financial services, injunction, Julius Everett Johnson, legal, licenses, Livingwell Healthcare of Virginia, Mid Atlantic Insurance Agencies, North Carolina, SCC, securities, Walter Ray Reinhardt

Philadelphia-based firm opens general agency in Los Angeles

Philadelphia-based firm opens general agency in Los Angeles

02.17.2010 | Life Insurance News, National, Pennsylvania

Filed in: Life Insurance News, National, Pennsylvania
Tagged: Bill Seawell, California, Coastal Financial Partners Group, expansion, financial services, Gary R. Schulte, Lincoln Financial Group

IRA conversion opportunity unknown to many, survey finds

IRA conversion opportunity unknown to many, survey finds

02.16.2010 | Life Insurance News, National

Filed in: Life Insurance News, National
Tagged: consumers, financial services, IRA, LIMRA, Marie Rice, regulation, research, retirement, Roth IRA

New Jersey agency bought by managing general agency

New Jersey agency bought by managing general agency

02.11.2010 | New Jersey

Filed in: New Jersey
Tagged: acquisitions, financial services, high net worth, Insured Capital Management, One Hundred Years Insurance Solutions, underwriting, Virgil Bretz

USI Insurance names new top executive for three offices in Virginia

USI Insurance names new top executive for three offices in Virginia

01.28.2010 | Virginia

Filed in: Virginia
Tagged: Brown & Brown, careers, Christopher G. Burns, employee benefits, financial services, Flagship Group Ltd., Steven C. Deal, USI Insurance Services

Survey: Honesty, integrity sought from financial service professionals

Survey: Honesty, integrity sought from financial service professionals

12.23.2009 | Life Insurance News, National

Filed in: Life Insurance News, National
Tagged: ethics, financial services, QFINANCE, regulation, research

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