July/August edition
now available
Passing the torch
New Chair Jeri Turley sits down with Immediate Past Chair Kelly Kidwell to talk about the challenges of launching a new organization, the value of collaboration, and the excitement of creating something new.
– By Eric Johnson
The Changemakers
Finseca’s Founding Firms are taking on a game-changing challenge to provide financial security for consumers.
– By M. Diane McCormick
Exploring distribution: RIAs
Explore the registered investment advisor model in the fourth installment of this six-part series examining the financial security professionals varied affiliation models.
– By Thomas A. Barstow
