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The Significance of Diversity in Financial Services. ‹ Back to Magnet Posts. December 17, 2020. The Significance of Diversity in Financial Services.…
M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find a Firm ›. ACCOUNT ACCESS. Member Firm Portal ›. M Benefits Portal ›.…
M Financial supports the success of its Member Firms and clients through industry-leading expertise, exclusive products, and flexible support services. Learn More ›. Products. Services. Platforms.…
Our immersive training and mentoring enable motivated individuals to develop the skills and strategies needed to craft an exceptional career in the financial services industry. View Magnet Careers ›.…
Magnet’s salaried, two-year professional development program provides immersive training and extensive mentoring to help you build a successful career in the financial services industry.…
Financial institutions and membership organizations partner with M for superior solutions and services. Strategic Partners ›. Carriers.…
M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find the firm that’s right for your needs below. Reset. Reset.…
M Contributes to The American College Center for Ethics in Financial Services Report. ‹ Back to Newsroom. July 30, 2024.…
Services. A comprehensive suite of services.…
Careers. Experts Wanted. M is looking for extraordinary people, and the benefits are significant. Collaborate with the best minds in the industry. Enjoy the camaraderie of a small-company vibe while w…
Finseca is the trusted, influential voice representing the financial services industry in Washington, D.C.…
Become a Firm. We welcome the opportunity to explore new relationships with firms that share our core values. The addition of new Member Firms brings new perspectives, new leaders, and new possibiliti…
Full-service offerings for independent financial professionals.…
M Financial supports the success of its Member Firms and clients through industry-leading expertise, exclusive products, and flexible support services that work in concert to deliver the highest quality…
Magnet Blog. Insights into our program, people, and partners. Explore how Magnet offers more opportunity to lead. No items found. Show More Results. ACCOUNT ACCESS. Member Firm Portal ›. M Benefits Po…
This culture of innovation has led to an array of exclusive products and services, and a commitment to client advocacy that is unparalleled in the industry. Our Mission.…
Head of Client Administration Services. Amy joined M Benefit Solutions in 2007.…
“M Financial joined FARE to collaborate with leaders in the financial services industry and historically Black colleges and universities to remove barriers for Black students and professionals to enter…
Doug French, Ernst & Young’s Managing Principal of Insurance & Actuarial Services, examined the current economic disruption, its impact on the global insurance marketplace, and the effects on wealth transfer…
PNC Financial Services Group. After making the announcement, CEO Wes Thompson turned the stage over to PNC’s Head of Wealth Management, Don Heberle.…
To survive the disruptive sea change that’s happening across the financial services industry, you need to uncover and emotionally articulate the life transformations you deliver each day to your clients…
Through our partnerships with like-minded organizations, we aim to foster a more inclusive life insurance and financial services industry that opens the door for future Black history-makers.…
Sheri, a financial services marketing, sales, and brand expert, is innovating in financial services with digitalEQ™ (Digital Emotional Intelligence). digitalEQ is Sheri’s highly personalized approach to…
Delf is the US Private Wealth Advisory Leader for PwC, responsible for managing the Private Company Services (PCS) consulting practice for ultra-high net worth families with a focus on owners of private…
Carrier relationships drive stronger solutions and service.…
In this role, Jeff will oversee the various teams across our M Benefit Solutions and Retirement Services operations, including M’s offerings of executive-level benefits, BOLI/COLI, and retirement services…
– Our services and capabilities. BOLI Primer. – the “ABCs” of BOLI. BOLIPro. – Our proprietary administrative website.…
As VP, Head of Corporate Solutions, Jeff oversees M Financial’s M Benefit Solutions and Retirement Services offerings, including executive-level benefits, BOLI/COLI, and qualified and nonqualified deferred…
As VP, Head of Corporate Solutions, Jeff oversees M Financial’s M Benefit Solutions and Retirement Services offerings, including executive-level benefits, BOLI/COLI, and qualified and nonqualified deferred…
Our network of 135+ Member Firms delivers expert advice and guidance to high net worth clients who need complex insurance and financial planning services.…
Fee-only investment advisory services for Member Firms and clients.…
She is a retired partner with EY’s Financial Services Financial Accounting and Advisory Services (FAAS) practice.…
Former Citizens Investment Services. New York, NY. Christopher Weyrauch stepped down as President and CEO, Head of Wealth Management, at Citizens in 2024.…
Russell Bundschuh oversees all strategic and operational aspects of M Financial, including the development of resources and services designed to enhance Member Firm success and the overall growth of the…
Before joining New York Life, Russell spent over 10 years at McKinsey & Company, where he was a Partner and leader of the firm’s Services Strategy and Operations Practice.…
Our Services. Experienced service.…
Collaborating at the strategic level with M Financial enables organizations to work with leading insurance and financial experts on custom solutions and programs that can be scaled to deliver superior service…
Our proprietary products include: Pacific Life – MVP Series, M Vision SVUL. Nationwide – Marathon Series. John Hancock – Majestic Series. Pacific Life, Prudential – Magnastar ® PPLI.…
Former professional soccer player Tamba Johnson chose a career in financial services to help his West African community of Sierra Leone.…
Only 250 were selected, including the following professionals from M Member Firms: The list, a collaboration between Forbes and SHOOK Research, offers a performance ranking of the 250 top financial service…
Member Firms and their key advisors for three days of enriching discussions, strategic insights, and invaluable networking opportunities aimed at navigating the evolving landscape of high-net-worth client services…
"The Finseca Advanced Markets conference was a wonderful opportunity for so many financial services professionals to take our message directly to policymakers," said Jeff Bear, VP, Member Firm Recruitment…
Frontline professionals who can personalize digital interactions and help individuals identify products and solutions to meet their needs can build a successful career in the financial services industry…
objectives and overseeing all aspects of Member Firm development, including producer development through M's award-winning Magnet Program, Member Firm training, and the development of back-office support services…
M Financial, a leading distributor of life insurance products and services, will use FAST software to generate additional growth opportunities by developing and offering unique product solutions.…
Professionals who are passionate about sharing knowledge with others can leverage this opportunity to build a rewarding career in financial services.…
Prior to the expanded DI partnership, M had a well-established relationship with Principal as one of M’s 401(k) recordkeeping partners, providing retirement services capabilities, recordkeeping, and investment…
At the job fair, experienced professionals, new graduates, and summer job seekers in the extended Links, Incorporated network can explore available employment opportunities in financial services.…
With more than 130 Member Firms across the United States and in the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies.…
Recent surveys indicate that many principles in the financial services industry do not have a succession plan in place, despite being in their late-stage fifties or older.…
In this article for WealthManagement.com, M’s Eric Eklund and John DeDominic, President of Trademark Capital Services, discuss the importance of attracting and retaining key family office employees, as…
M Financial President & CEO Russell Bundschuh kicked off the event by presenting the steps taken over the past year to strengthen M’s portfolio of solutions and services and outlining the road ahead for…
TV has an extensive background working at the highest levels in industries like P&C and life insurance, financial services, banking, real estate, automotive, and private equity.…
A collaboration between Forbes and SHOOK Research, the Top 100 and Best-in-State lists offer a qualitative and quantitative performance ranking of the top financial service professionals in the United…
Chamberlain Group Financial Services. When it comes to seeking advice from financial advisors, studies show that women feel underserved and undervalued.…
His areas of expertise include fiduciary services, plan design consulting, relationship management, and plan provider due diligence.…
He manages the Client Relationship team and provides administration services for nonqualified benefits plans and related financing programs.…
Head of Consulting Services. At M Benefit Solutions, Frank provides critical client support for technical legal issues as well as legislative and regulatory developments.…
Kim has extensive experience managing highly complex, large institutional relationships in financial services.…
Brian Houston is a business development manager at Voya Investment Management for strategic partners — retirement services group.…
