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Retirement Industry People Moves

Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more. ....

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Advice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group Securities to Deliver Holistic Advice and Superior Client Experience

Advice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group Securities to Deliver Holistic Advice and Superior Client Experience
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Wealth Solutions Report Names Top Women Industry Leaders Of 2023 As Second Installment Of Pathfinder Awards Series For The Year

/PRNewswire/ Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and. ....

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Concourse Financial Group Securities Rolls out RiskPro® for their Financial Professionals and Compliance Teams

/PRNewswire/ Concourse Financial Group Securities (CFGS), an independent broker/dealer and RIA, and ProTools, LLC, creator of RiskPro, are pleased to. ....

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Concourse Financial Group Securities Rolls out RiskPro® for their Financial Professionals and Compliance Teams

RiskPro delivers investment proposal generation, model risk management and account volatility surveillance. BIRMINGHAM, Ala. and NEWPORT BEACH, Calif., Nov. 15, ....

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