Northwestern Mutual

Pacific Advisors Welcomes Jeffery Clemons and Louis Richards to Leadership Team

Retrieved on: 
Thursday, February 22, 2024

Jeffery Clemons assumes the role of Managing Partner of Pacific Advisors Southern California, while Louis Richards joins as Managing Director.

Key Points: 
  • Jeffery Clemons assumes the role of Managing Partner of Pacific Advisors Southern California, while Louis Richards joins as Managing Director.
  • Jeffery Clemons brings over three decades of invaluable experience in the financial industry to Pacific Advisors.
  • Both Jeffery and Louis embody Pacific Advisors' core values of integrity, community elevation, teamwork, continuous improvement, and problem-solving.
  • Pacific Advisors warmly welcomes Jeffery and Louis to its leadership team and looks forward to their valuable contributions in driving the firm's continued growth and success.

Built In Releases 2024 Report on State of Talent Industry

Retrieved on: 
Thursday, February 29, 2024

CHICAGO, Feb. 29, 2024 /PRNewswire/ -- Built In, the leading recruiting platform for hard-to-hire tech roles, today announced that it has released the 2024 State of the Talent Industry report. The study revealed tech hiring as the number one strategic priority, followed closely by hiring for skills of the future.

Key Points: 
  • CHICAGO, Feb. 29, 2024 /PRNewswire/ -- Built In, the leading recruiting platform for hard-to-hire tech roles, today announced that it has released the 2024 State of the Talent Industry report .
  • Recruiting tech talent is top priority; online platforms and employer branding are seen as most effective strategies.
  • "Our 2024 survey reflects the critical demand for highly skilled tech talent in the evolving tech revolution, which we see with our customers every day," said Maria Christopoulos Katris, CEO of Built In.
  • Despite the number of layoffs that have impacted the job market in the past year, organizations still struggle to hire qualified tech talent.

Major Financial Firms Drive Growth of CFP® Professionals

Retrieved on: 
Tuesday, February 13, 2024

WASHINGTON, Feb. 13, 2024 /PRNewswire/ -- New data from CFP Board reveals that leading financial firms are responsible for the largest increases in new CFP® professionals in 2023. CFP Board added 6,089 new CFP® certificants in 2023, with 1,000 new certificants employed by Edward Jones.

Key Points: 
  • "As firms look to meet this demand and deliver more value to their clients, they are increasingly turning to CFP® professionals."
  • Highlights of the exceptional growth in new CFP® certificants at firms include the following:
    Edward Jones: New CFP® certificants grew by 1,000, a 62% year-over-year increase.
  • This makes the CFP® certification a differentiator for firms and the financial planning professionals they employ.
  • Ultimately, hiring CFP® professionals enables financial planning firms to deliver superior service, build strong client relationships and position themselves for long-term success in the industry.

The BOLI Group Shapes Future with the Promotion of Garrett Blaha to President and Chief Operating Officer

Retrieved on: 
Tuesday, December 5, 2023

The BOLI Group, one of the leading national benefits expense management firms for financial institutions with locations in Cleveland, OH, Nashville, TN, Milwaukee, WI, Brookings, SD, and Charleston, SC, is pleased to announce the promotion of Garrett Blaha to President and Chief Operating Officer.

Key Points: 
  • The BOLI Group, one of the leading national benefits expense management firms for financial institutions with locations in Cleveland, OH, Nashville, TN, Milwaukee, WI, Brookings, SD, and Charleston, SC, is pleased to announce the promotion of Garrett Blaha to President and Chief Operating Officer.
  • Garrett Blaha, currently Vice President Business Development of The BOLI Group, will assume his new role on January 1, 2024, succeeding George Blaha who will continue as the company’s Chief Executive Officer.
  • Garrett’s promotion comes as The BOLI Group sees robust demand from financial institutions nationwide for its customized single premium life insurance products.
  • View the full release here: https://www.businesswire.com/news/home/20231130730713/en/
    George Blaha, President and Chief Executive Officer of The BOLI Group, stated, “Garrett has played a pivotal role in the success and growth of The BOLI Group since joining the company in 2014.

Cetera Welcomes $148 Million AUA Advisor to Cetera Advisors via Wilde Wealth Management Group

Retrieved on: 
Thursday, December 14, 2023

SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group. Bair will assume the role of managing partner leading Wilde Wealth Management Group's new Sun City-Surprise office in Surprise, Ariz. Bair provides comprehensive financial planning and investment advice to clients and had almost $148 million in assets under administration* as of April 30, 2023.

Key Points: 
  • SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group.
  • Bair's affiliation marks the latest addition to a growing list of successful affiliations for Wilde Wealth Management Group in 2023.
  • In total, including Bair, advisors managing a combined $274 million in assets under administration have joined Wilde Wealth Management in 2023.
  • Click here for more information about Cetera Advisors and click here for more information about Wilde Wealth Management Group.

Northwestern Mutual Donates $500,000 to Childhood Cancer Survivors and Siblings to Help Fund Higher Education

Retrieved on: 
Monday, December 11, 2023

MILWAUKEE, Dec. 11, 2023 /PRNewswire/ -- Northwestern Mutual, through its Foundation, today announced its continued commitment to helping alleviate the financial cost of college for families affected by childhood cancer through $500,000 in combined scholarships to 50 childhood cancer survivors and childhood cancer siblings, as part of its Childhood Cancer Scholarship Program. With this addition, nearly $2 million has been awarded to 262 scholars since the program was created in 2017.

Key Points: 
  • "A childhood cancer diagnosis affects families in many ways, and for many there is a financial burden – from treatment and medication to travel and lodging," said Steve Radke, president of the Northwestern Mutual Foundation.
  • "To allow students affected by childhood cancer the opportunity to pursue their dreams, regardless of the financial implications associated with this disease, Northwestern Mutual is announcing the opening of applications for our 2024 Childhood Cancer Scholarship Program."
  • The scholarship is for full-time undergraduate studies and students must be a childhood cancer survivor or sibling of someone who had or has childhood cancer to qualify for the scholarship.
  • To learn more about Northwestern Mutual's continued efforts in the fight against childhood cancer, visit its Foundation's website here .

Northwestern Mutual Receives Ninth Consecutive Score of 100% on Human Rights Campaign's Corporate Equality Index

Retrieved on: 
Wednesday, December 6, 2023

MILWAUKEE, Dec. 6, 2023 /PRNewswire/ -- Northwestern Mutual announced today that the company earned a 100% for the ninth consecutive year in the Human Rights Campaign Foundation's (HRC) Corporate Equality Index – a national benchmarking survey that assesses corporate policies and practices related to LGBTQ+ workplace equality.  

Key Points: 
  • MILWAUKEE, Dec. 6, 2023 /PRNewswire/ -- Northwestern Mutual announced today that the company earned a 100% for the ninth consecutive year in the Human Rights Campaign Foundation's (HRC) Corporate Equality Index – a national benchmarking survey that assesses corporate policies and practices related to LGBTQ+ workplace equality.
  • "Everyone deserves a work environment where they can show up as themselves, and at Northwestern Mutual we are committed to fostering that space where people feel welcome and valued," said Amy Hanneman, vice president of diversity and inclusion.
  • "We are honored to have earned another 100 on this survey as it acknowledges the meaningful work we have put in to build a truly diverse and inclusive workplace community."
  • Northwestern Mutual's score earns the company the HRC's designation of Equality 100.

First Comes Love, Then Comes… Conversations About Money

Retrieved on: 
Tuesday, December 5, 2023

MILWAUKEE, Dec. 5, 2023 /PRNewswire/ -- December is, by far, the most popular month for couples in the U.S. to pop the big question, but many Gen Z'ers and Millennials think an honest conversation about money should happen well before marriage proposals, according to the latest findings from Northwestern Mutual's 2023 Planning & Progress Study.

Key Points: 
  • First comes love, then comes real talk about financial dreams and debts, and then comes long-term commitment," said Christian Mitchell, chief customer officer at Northwestern Mutual.
  • A candid conversation about money can help a couple to fall in love with the future, too.
  • Money lies at the heart of many couples' relationships – over a third (35%) say financial compatibility is more important than physical and intellectual compatibility.
  • For younger couples, money is an even greater priority – half (49%) of Gen Z think financial compatibility is more important than physical compatibility.

Northwestern Mutual launches Market Pathway model portfolios, broadening access to professionally advised offerings

Retrieved on: 
Thursday, November 30, 2023

MILWAUKEE, Nov. 30, 2023 /PRNewswire/ -- Northwestern Mutual announced the expansion of its professionally managed investment offerings with the launch of Signature Portfolios Market Pathway models, which require a minimum investment of only $5,000 – providing greater access to advised solutions for a range of investing needs.

Key Points: 
  • MILWAUKEE, Nov. 30, 2023 /PRNewswire/ -- Northwestern Mutual announced the expansion of its professionally managed investment offerings with the launch of Signature Portfolios Market Pathway models, which require a minimum investment of only $5,000 – providing greater access to advised solutions for a range of investing needs.
  • The portfolios take a straightforward approach to investing using low-cost, broad-market exchange-traded funds that offer exposure and diversification across Northwestern Mutual Wealth Management Company's strategic asset classes.
  • Northwestern Mutual has seen rapid growth and increasing recognition for its investment offerings in recent years.
  • Northwestern Mutual is the fifth-largest independent broker-dealers by revenue , according to InvestmentNews, and among the fastest growing in the United States.

CFP Board Center for Financial Planning Hosts 2023 Academic Research Colloquium for Financial Planning

Retrieved on: 
Thursday, November 30, 2023

WASHINGTON, Nov. 30, 2023 /PRNewswire/ -- CFP Board Center for Financial Planning ("Center") today announced that the seventh annual Academic Research Colloquium ("Colloquium") for financial planning and related disciplines will be held in person at the Renaissance Arlington Capital View Hotel in Arlington, Virginia, on December 7-8, 2023.

Key Points: 
  • WASHINGTON, Nov. 30, 2023 /PRNewswire/ -- CFP Board Center for Financial Planning ("Center") today announced that the seventh annual Academic Research Colloquium ("Colloquium") for financial planning and related disciplines will be held in person at the Renaissance Arlington Capital View Hotel in Arlington, Virginia, on December 7-8, 2023.
  • The Colloquium, an initiative of CFP Board Center for Financial Planning, is an international meeting of researchers, practitioners, graduate students and leaders of the financial planning practice.
  • "Robust academic research is fundamental to the advancement of the financial planning profession," said CFP Board CEO Kevin R. Keller, CAE .
  • "The Academic Research Colloquium has become a hallmark event in the financial planning community and a platform to explore emerging trends, share insights and collectively shape the future of financial planning."