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  • Principal acquires Mexico’s MetLife Afore

    by Carol Ostrow | Mar 2, 2018

    After full regulatory approval, Principal Financial Group recently culminated its acquisition of MetLife Afore, a pension fund management enterprise based in Mexico City, poising Principal as Mexico’s fifth-largest Afore entity.

  • Cornerstone Bank to promote cyber security with seminar series

    by Carol Ostrow | Mar 2, 2018

    Advising small business owners not to let a false sense of immunity compromise cyber security, Cornerstone Bank is preparing for seminars to enhance entrepreneurial protection at multiple locations in North and South Dakota on March 21.

  • Security Benefit Life's RateTrack Plus designed to maximize annuity investments

    by Carol Ostrow | Mar 2, 2018

    Retirement savings advisory firm Security Benefit Life Insurance Co. of Topeka, Kansas recently unveiled its RateTrack Plus, a floating rate annuity with benefits engineered to buffer clients in a variable interest rate market.

  • Commodity performances reflect challenges of harsh winter across U.S.

    by Carol Ostrow | Mar 2, 2018

    Credit Suisse Asset Management recently reported that despite a difficult winter sparking changes in the commodities sector, the Bloomberg Commodity Index Total Return performance marked a positive result for January 2018.

  • Credit Suisse Research Institute publishes 2018 Global Investment yearbook

    by Carol Ostrow | Mar 2, 2018

    Co-publishing with London Business School faculty, the Credit Suisse Research Institute recently released its 2018 edition of the Credit Suisse Global Investment Returns Yearbook, providing data for nearly two dozen nationwide stock and bond markets.

  • Sammons Financial Group launches updated website

    by Marian Johns | Feb 28, 2018

    Sammons Financial Group, a parent company of Midland National, has launched a redesign of its website branded "With You for Every Moment" and designed to focus on its member companies' products, financial services and investor information, among other areas.

  • Cornerstone Bank's Watford City branch promotes 3

    by Rumbidzai Karen Musvosvi | Feb 26, 2018

    Cornerstone Bank in Watford City, which is owned by Cornerstone Holding Co., recently promoted three employees.

  • Investments & Wealth Institute to host annual conference in Nashville

    by Harmony Valdoz | Feb 23, 2018

    Investments & Wealth Institute will hold a conference on investment and wealth management from May 6-9 at the Music City Center in Nashville, Tennessee.

  • Forbes recognizes 248 UBS advisers in ‘Best-in-State’ list

    by Harmony Valdoz | Feb 23, 2018

    Forbes recently recognized 248 advisers from financial services firm UBS on the first “Best-in-State Wealth Advisers” list.

  • Cornerstone Bank's Casavant tapped for new role in New Town

    by Harmony Valdoz | Feb 23, 2018

    Brandi Casavant brings more than five years of banking experience to the position.

  • Nationwide recognized on ‘100 Best Companies to Work For’ list

    by Harmony Valdoz | Feb 23, 2018

    The recognition marks Nationwide's fourth consecutive year on the list.

  • TIAA appoints Woodroffe as chief HR officer

    by Harmony Valdoz | Feb 22, 2018

    He will succeed Skip Spriggs in his new role on March 1.

  • 73 percent of investors say tax reform is a plus for business

    by Rumbidzai Karen Musvosvi | Feb 20, 2018

    Nearly three out of four investors believe recent tax reform in the U.S. will make business ownership more attractive, according to the quarterly Investor Watch report recently released by UBS Wealth Management USA.

  • 5 UBS investment teams lauded for retirement planning

    by Harmony Valdoz | Feb 19, 2018

    Planadviser chose awardees based on retirement plan assets and number of plans.

  • First Republic Bank recognized for overall excellence

    by Harmony Valdoz | Feb 19, 2018

    First Republic has received the top overall award for private banking from Private Asset Management magazine, marking eight years in a row that it has attained such recognition.

  • Chris Mone joins Wilmington Trust as president of U.S. markets

    by Stacey O'Connor | Feb 16, 2018

    Wilmington Trust recently named Chris Mone president of its U.S. markets.

  • LPL Financial CFO Matt Audette presents at Credit Suisse's Financial Services Forum

    by Adrian Leake | Feb 16, 2018

    LPL Financial CFO Matt Audette presented at the Credit Suisse 19th Annual Financial Services Forum held at The Ritz-Carlton Key Biscayne in Miami on Feb. 13.

  • Trzepacz joins Wildcat Venture Partners as human resources lead

    by Harmony Valdoz | Feb 16, 2018

    Trzepacz will oversee HR functions at the venture capital firm.

  • Webster Financial Corp. sets shareholders meeting for April

    by Harmony Valdoz | Feb 16, 2018

    Webster Financial Corp. scheduled its annual shareholders meeting on Thursday, Apr. 26.

  • Contos flying solo as CEO of RE/MAX Holdings

    by Harmony Valdoz | Feb 16, 2018

    Contos completes transition to CEO of the real estate brokerage franchisor.

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