State Farm is (almost) 'there' as it moves 15,000 SEP accounts to Ascensus, affirming RIABiz report a very MoneyGuidePro-wielding RIA is on the way this year
Assured by client feedback, giant insurer keeps edging into the fiduciary field but its agents will maintain licenses to sell and sell, too
Author By Lisa Shidler January 29, 2019 at 7:38 PM
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Related Moves
How $7B Professional Capital Services is trying to out-nimble, out-RIA $188B Ascensus but with Edmond Walters there to carry a big stick
The eMoney founder joined the Philly TPA's board to oversee a PCS that hires madly, rewrites software, RIA-izes its services and develops marketing punch
February 28, 2019 at 12:41 AM
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Top Executive: David Musto Chairman & CEO
