I’m a huge “Hamilton” fan, so I don’t quote it lightly. Last week, we were notified that IN is a finalist in six categories in the 67th Annual Jesse H. Neal Awards, and I cannot overstate the sense of accomplishment — and humility — this generates in me.
Our categories are:
Neal Award recognition is an honor any year, and the volume of recognitions this year is what brought Lin-Manuel Miranda’s creation to mind.
More importantly, I’m honored to have the opportunity to represent and lead the team that put together an exceptional scope of work. This team has been resilient, creative and professional throughout the year. Each member deserves recognition, so in addition to those noted above, allow me to share their names: The editors are Paul Curcio, Sean Allocca, Susan Kelly and Liz Skinner. The journalists are Jeff Benjamin, Mark Schoeff Jr., Emile Hallez and Nicole Casperson. Our special projects manager is Brittney Grimes, our multimedia team is Stephen Lamb and Angelica Hester, and our digital designer is Ken Wilson.
They did not throw away their shot.
Most firms place a limit on advisors’ sales of alternative investments to clients in the neighborhood of 10% a customer’s net worth.
Those jumping ship include women advisors and breakaways.
Firms in New York and Arizona are the latest additions to the mega-RIA.
The agent, Todd Bernstein, 67, has been charged with four counts of insurance fraud linked to allegedly switching clients from one set of annuities to another.
“While harm certainly occurred, it was not the cataclysmic harm that can justify a nearly half billion-dollar award to the State,” Justice Peter Moulton wrote, while Trump will face limits in his ability to do business in New York.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
