Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
December 01, 2006
NEWS & PRODUCTSGoldman Sachs and Lehman Brothers won Diversity Leadership Awards from the Securities Industry and Financial Markets Association (SIFMA). Goldman Sachs received the Sustained Leadership Award...
December 01, 2006
The Marketing ImperativeWhat we now call "marketing" began long before the name was coined. In the mid-1800s, traveling salesmen dressed "snake oil" and other tonics in fancy...
July 01, 2006
Assessing Employees EffectivelyAn effective performance evaluation will assess all planning employees in the following nine areas of development, weighted to emphasize the areas most important to each...
June 25, 2006
Lessons In LeadershipSummer is a time of transition for many. Thousands of college students are graduating and migrating to the world of work, and for some, ultimately, ...
March 26, 2006
GAMA International Unveils Plans To Double Membership By 2010The leadership team of GAMA International unveiled plans at its annual conference to nearly double the organization's membership by 2010, in part through a campaign ...
March 26, 2006
GAMA International Unveils Plans To Double Membership By 2010The leadership team of GAMA International unveiled plans at its annual conference to nearly double the organization's membership by 2010, in part through a campaign ...
November 01, 2005
Coaching CredentialsHere are the three designations awarded by the International Coach Federation (ICF) and each designation's requirements: Associate Certified Coach (ACC) 60 hours of coach-specific training 250 hours of...
October 05, 2004
Fiserv CEO To Retire In June 2006NU Online News Service, Oct. 5, 2004, 5:24 p.m. EDTLeslie Muma, the chief executive officer of Fiserv Inc., Brookfield, Wis., plans to retire in ...
September 01, 2004
NAIC Vice President ResignsJim Poolman has resigned as vice president of the National Association of Insurance Commissioners, Kansas City, Mo.[@@]Poolman says he will continue to be North ...
August 13, 2004
Conseco's President Quits SuddenlyWilliam J. Shea has unexpectedly resigned as president and chief executive officer of Conseco Inc.[@@] Shea assumed ...