by Natalie Harris | May 9, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director in the South Central. If you enjoy working with investment advisors and small and mid-sized retirement plan clients, have expertise...
by Natalie Harris | May 6, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for a mid-market Client Service Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of...
by Natalie Harris | Apr 30, 2025 | Advisor News, Advisors, Employer News, Employers, General News, Latest
Waco, TX (May 1, 2025) Entrepreneur Of The Year celebrates ambitious entrepreneurs who are shaping the future Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the...
by Natalie Harris | Apr 28, 2025 | Advisor Articles, Advisors
April 28, 2025 | By Theresa Conti, Industry Consultant Retirement plan pricing remains a nuanced and often complex topic. But for plan sponsors, understanding how fees work is essential to making informed decisions—and for financial advisors, it’s critical to help...
by Natalie Harris | Apr 28, 2025 | Advisor Webinars, Advisors
April 28, 2025 With more states requiring employers to offer retirement plans, advisors have a growing opportunity to guide clients through state mandates and alternative solutions. In this on-demand webinar, JULY’s COO, Blake Willis, explains how Pooled Employer...
