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Friday, April 20, 2018 4:10 PM
Foster Group, a fee-only investment adviser group in West Des Moines, was recognized by Gallup as a 2018 Great Workplace Award winner.
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Thursday, April 19, 2018 4:08 PM
The Securities and Exchange Commission voted Wednesday to release a three-pronged proposed rule for public comment that would change the standard of care that broker-dealers owe retail investors, require new client disclosures for all investment providers, and reinterpret the requirements of fiduciary advice, Benefits Pro reported.
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Thursday, April 19, 2018 1:40 PM
Now that the Iowa Legislature and the Trump administration have enacted measures to expand association health plans in Iowa and nationally, state and federal regulators are writing rules to provide new options for many types of business organizations to pursue health coverage plans for their members.
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Thursday, April 19, 2018 10:49 AM
Credit union fintech provider CO-OP Financial Services announced that Shazia Manus, chief product and strategy officer, will leave the company this month to join CUNA Mutual Group’s AdvantEdge Analytics, a data and analytics business.
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Wednesday, April 18, 2018 11:13 AM
Whether credit unions should be taxed the same as banks remains a point of contention as state lawmakers attempt to reform Iowa’s tax laws.
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Tuesday, April 17, 2018 11:27 AM
CO-OP Financial Services announced a patronage (shareholder dividend) pool of $30.5 million for fiscal year 2017, raising to $426.8 million the total patronage amount made available by CO-OP since becoming a cooperative in 1996.
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Friday, April 13, 2018 11:24 AM
Bankers Trust has been named a Silver Anvil finalist for its “100 Years of Trust” campaign marking its 100th anniversary.
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Friday, April 13, 2018 6:00 AM
President and CEO, Dana Co.
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Monday, April 9, 2018 3:40 PM
Transamerica is considering a $40 million investment in its south campus in Cedar Rapids, as the insurer consolidates operations from its north campus on Edgewood Road, the Corridor Business Journal reported.
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Friday, April 6, 2018 3:36 PM
Wells Fargo & Co. announced the company donated $4.5 million to Iowa nonprofits, schools and community organizations in 2017 through corporate and foundation giving.
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Thursday, April 5, 2018 3:21 PM
New York Attorney General Eric Schneiderman announced today that after an industrywide investigation into mutual fund disclosures and fees, 13 major mutual fund firms have agreed to voluntarily publish important information about their mutual funds to all retail investors.
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Thursday, April 5, 2018 3:20 PM
Marcy Klipfel, senior vice president of employee engagement at benefits administration technology firm Businessolver in West Des Moines, was recently accepted into the Forbes Human Resources Council, an invitation-only community for HR executives across all industries.
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Tuesday, April 3, 2018 3:25 PM
F. Austin Jones has been named president and chief trust officer at Grinnell State Bank, where he has worked for 31 years and most recently served as senior executive vice president, chief financial officer and senior trust officer since 2012.
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Wednesday, March 28, 2018 11:03 AM
Sheryl Moore, president and CEO of annuity market research firm Wink Inc. in Des Moines, has been accepted into the Forbes Finance Council.
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Thursday, March 15, 2018 3:24 PM
Des Moines will have a role to play in the ongoing financial issues at Wells Fargo bank.
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