PlanPlus announces the winners of the 2016 Global Financial Planning Awards, with Rose Swanger from Tennessee taking the honors for the Americas region, Ann Marie Regal of Singapore coming out on top for Asia and David Reed from Australia winning for Europe/Australia.
Read MorePlanPlus announced the opening of the 4th annual PlanPlus Global Financial Planning Awards competition. This competition rewards excellence in financial planning and brings global recognition to three financial planners from three different regions of the world, to acknowledge their outstanding contributions to the industry.
Read MoreDistribution and resource management solutions have been loosely coupled in the marketplace. As clients concern for revenue efficiency has grown, so has the need to better match resources within and across channels and improve their sales and service
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