Business

Kim Gaxiola, of Gaxiola Financial Group in Morgan Hill, recently participated in the Cambridge Retirement Plan Summit in Chicago, Ill. Kim was invited by her broker-dealer, Cambridge Investment Research, Inc., to attend this event focused on helping rep-advisors build their retirement plan practice. Nearly 50 rep-advisors from across the country gathered together to share best practice ideas with their peers, gain insight from industry experts and engage with sponsors. This event is just one example of Cambridge's dedication to helping advisors learn and grow by providing opportunities for financial professionals to continually enhance their knowledge in the retirement industry in order to provide disclosure and education to their existing clients and help acquire new business.

There's a growing trend with U.S. workers who change jobs

Virtual art exhibitions

Cyclonix Inc. recently celebrated its sixth anniversary and its best first quarter ever. Warren Lopez, vice president of Cyclonix, shared the news at the company’s annual team dinner and awards ceremony. In addition, Cyclonix named Julie Budde and Adam Lopez its Employees of the Year. Greg Bailey won the Murphy Award for symbolizing the spirit of Cyclonix and Billy Flick was named rookie of the year.

For the sixth year out of the past eight, financial-services firm Edward Jones ranks highest in investor satisfaction with full-service brokerage firms, according to the J.D. Power and Associates 2012 Full Service Investor Satisfaction Study. The study measures overall investor satisfaction with full-service investment firms based on seven factors: investment advisor; investment performance; account information; account offerings; commissions and fees; website and problem resolution. Edward Jones also received high marks in the "Account Information" category, an important factor in the study. Edward Jones' overall score climbed 15 points over last year, highest among the 14 largest firms rated, as well as 28 points above the industry average. The 2012 Full-Service Investor Satisfaction Study is based on responses from 4,378 investors who primarily invest with one of the 14 firms included in the study. The study was fielded in February 2012.

Identity theft, including the misuse of Social Security numbers,

Ah, the good old days! Remember when workers could depend on