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205 news stories found
Press Release
May 13, 2022
As a College Unit Director, Thomas will coach and lead a team of college financial representatives who are participating in the firm's nationally top-rated internship program, and will continue to serve as a financial representative.
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Press Release
May 11, 2022
As a College Unit Director, Jimerson will coach and lead a team of college financial representatives who are participating in the firm's nationally top-rated internship program. Jimerson will continue to serve as a Financial Advisor.
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Press Release
April 6, 2022
Pacesetter honors financial advisors who set 40 clients on the path to achieving financial security during their first six months in the business through the issuance of life, disability and long term care insurance policies.
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Press Release
March 29, 2022
New learning platform helps fee-only advisors integrate commission-free annuities and insurance solutions into their offering for clients
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Press Release
March 10, 2022
Troy Landoch joins RIA insurance platform as membership swells and adoption of commission-free insurance drives company expansion
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Press Release
March 1, 2022
Mr. Laya is recognized for his exceptional career as a Naval Veteran Operations Specialist, Professional Photographer, and Financial Coach.
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Press Release
February 4, 2022
Founder at Protax Consulting Services, Marc J Strohl CPA, has just revealed essential information that U.S. expatriates need to consider when seeking a U.S. international assignment specialist...
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Press Release
October 13, 2021
Founder named a Most Admired CEO; company recognized as a Best Place to Work
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Press Release
August 11, 2021
Mr. Lumberry parlays his considerable expertise to his work with Country Financial
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Press Release
August 5, 2021
Pacesetter honors financial advisors who set 40 clients on the path to achieving financial security during their first six months in the business.
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Press Release
August 4, 2021
Clemens joins Northwestern Mutual with a wealth of experience after spending seven years in human resources with AAA.
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Press Release
July 27, 2021
'Wealthies' nomination recognizes unique product created with Midland National
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Press Release
July 13, 2021
Insurance fintech details increases in sales, membership and headcount
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Press Release
June 22, 2021
Former insurance sales and business development executive at Principal joins expanding firm
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Press Release
May 31, 2021
As the owner and president of Riverfront Alternative Strategies, Mr. Underwood works with his clients to find alternative investment opportunities
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Press Release
May 26, 2021
Program highlights Louisville-area employers who are creating positive work environments
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Press Release
May 5, 2021
Awards recognize outstanding finance professionals working at a Louisville-area company
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Press Release
April 21, 2021
"Jesstine is destined for great things and is on a trajectory for extremely high levels of achievement. Whether you are a client, mentor or colleague, Jesstine simply makes your life better."
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Press Release
April 1, 2021
Pacesetter honors Financial Advisors who set 40 clients on the path to achieving financial security during their first six months in the business
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Press Release
March 31, 2021
T3/Inside Information Software Survey finds three in five advisors who use insurance services choose DPL
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