Merrill is banning cold-calling in massive overhaul of its financial advisor training program

Merrill is banning cold-calling in massive overhaul of its financial advisor training program

Summary List PlacementGood morning and welcome to Insider Finance. I’m Dan DeFrancesco, and here’s what’s on the agenda today: Merrill Lynch just made massive changes to its storied financial advisor training program.  Schonfeld nabs a former Citadel and Balyasny macro head for a new division at the $7.8 billion hedge fund. From vacation incentives to…

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Commonwealth of Massachusetts and iGrad Partner to Offer Enrich Financial Wellness Platform to Current and Retired State Employees

Commonwealth of Massachusetts and iGrad Partner to Offer Enrich Financial Wellness Platform to Current and Retired State Employees

In the first statewide program of its kind, the Commonwealth of Massachusetts and San Diego-based financial education company iGrad have partnered to offer the award-winning Enrich™ financial wellness platform to 156,000 current and retired state employees. The Economic Empowerment Trust Fund (EETF), chaired by Massachusetts State Treasurer Deborah B. Goldberg, was awarded a grant from…

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