National Planning Holdings

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  New Hire Roundup: Putnam Adds Three; Wagner Retires From BlackRock, Joins Board

  By Marlene Y. Satter, AdvisorOne  |  June 27, 2012

  This week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.

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  Top Portfolio Products: INVEST Signs Credit Union; Gemini Adds 9 Funds

  By Marlene Y. Satter, AdvisorOne  |  January 6, 2012

  INVEST will now provide brokerage and investment services for Texans Credit Union, and Gemini Fund Services is adding nine funds to Northern Lights Variable Fund Trust.

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  Financial Services Firms Use Social Media to Build Targeted Online Presence

  By Danielle Andrus, AdvisorOne  |  September 7, 2011

  A report from Corporate Insight released Wednesday found that not only are financial services firms using Facebook and Twitter, but they are maintaining multiple profiles on those networks.

• A Plan for the Planners

  By Ellen Uzelac  |  February 1, 2008

  Succession planning has never been at the top of most advisors' hit lists. As Tim Edwards, a principal with Prospera Financial, puts it: "It's one...

• Changes

  By Staff Writer  |  July 1, 2007

  Shawn Dreffein, president of National Planning Corporation (NPC) and CEO of the National Planning Holdings broker/dealer network of Jackson National Life, has retired from those...

• Recruiters' Least-Favorite Reg

  By Ellen Uzelac  |  March 1, 2007

  A National Association of Securities Dealers policy that prohibits the use of block transfers of clients' mutual funds and variable annuity contracts has helped stall...

• How to Have a High-Revenue Firm

  By Ellen Uzelac  |  January 1, 2007

  It's no secret that compliance and staffing costs are digging into profitability -- your profitability. In fact, the chatter about it has been deafening. The...