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Affiliated Financial Services

Financial solution for the Affiliated Hospital of Jining Medical College, China

Within the Chinese market Siemens is almost the only multinational company that can provide financial services and technology as one complete ...

DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents

Principal also told agents to validate their new model for existing client business by Sept. 1, and that compensation will stop in January for any business where the firm doesn't have validation of a compliant model.

A Principal spokeswoman wasn't able to comment by press time.

Some observers, such as Marcia Wagner, principal at The Wagner Law Group, believe this is a route several record keepers of DC plans will take.

Such compliance steps would be ones taken by insurance-company record keepers. There are a few different funding vehicles for a 401(k) plan: a basic trust agreement, custodial arrangement or group insurance annuity contract, Ms. Wagner said.

Group variable annuity contracts fall under the latter, sold largely to smaller employers by insurance companies.

North Star Resource Group Announces Brand Refresh

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The new logo and look was officially unveiled at North Star’s 2017 Summer Summit, held July 19 – 21 in Minneapolis, with over 200 North Star advisors and team members in attendance. North Star embarked on the journey to refresh its logo and look more than a year ago, taking into consideration the extensive feedback of individual advisors, team members, and members of the leadership team. The logo and look ultimately selected retains the image of a star, the focus of the previous logo, while also incorporating checkmarks. The checkmarks have multiple meanings, most notably symbolizing clients following the steps of a financial strategy, financial advisors staying true to their recommendations, and also illustrating the multiple resources that make up North Star Resource Group—from Disability Insurance to Wealth Management to Employee Benefits and more.

The new logo and look will be reflected upon all marketing materials and mediums, including on the corporate website. The website, northstarfinancial.com, was updated with design changes to reflect a more modern and user-friendly look, in addition to updated content and information on many webpages.

Has anyone had a phone call from a group called Affiliated Financial Services?

They claim to be able to reduce my interest rate on my credit card by a one time payment of $995. It sounds like fraud to me, but I need a little bit of guidance. Help?