Leadership News
“High tech and high touch” characterizes the approach of Generations X and Y’ to financial planning and advice. Greenwald & Associates Research Director Lisa Schneider delivered that message to attendees at the NTSA 403(b) Summit on June 23. While younger workers are tech-savvy, they also want...
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Have you ever been elbow-to-elbow with the energy and free-flowing successful solutions of the very best in our industry? For the first time ever, yes, you can be! NTSA brings you the inaugural NTSA Elite Advisors Awards on Sunday, June 22, 2014 at 2:15 p.m., right after the lively “State of the...
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