Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Stoking Star Power
By Angie HerbersAt least once a week, I get a call or an e-mail from an experienced planner looking to recruit the next "superstar" of the profession....
March 24, 2004
Phoenix To Sell Broker-Dealer Units, Focus On ManufacturingPhoenix To Sell Broker-Dealer Units,Focus On ManufacturingBYAs part of an effort to regain profitability, the Phoenix Companies Inc. has agreed to sell its retail broker-dealer ...
February 01, 2004
The New Faces of PlanningWe all know the standard formulas for Hollywood movies: There's the basic "boy meets girl, loses girl, gets girl back" plot line, the tale of...
February 19, 2003
Young To Become Chairman Of PhoenixNU Online News Service, Feb. 19, 4:53 p.m. -- The Phoenix Companies Inc., Hartford, says Dona Young will become its chairman April 1.Young, the ...
February 03, 2002
Siebel Unveils New CRM Software SuiteSiebel Systems, Inc. has announced the release of Siebel 7, the seventh version of its CRM solution for financial services.According to San Mateo, Calif.-based Siebel, ...