Legacy Investment Services, Inc.


Independent Advisors Are Crafting the Future of Retirement Planning Industry

While the SEC continues to debate the issues of duty and integrity, some of the nation’s most experienced financial advisors are setting tomorrow’s standards for unbiased retirement planning services. Among them is an elite cadre of about 70 independent advisors who participate in an ongoing exchange – a virtual think tank. The advisors, who are affiliated with Legacy Investment Services, Inc., are evaluating and refining processes, rigorously testing emerging technologies and promoting practices that give investors unlimited access to quality investment products.

The brainchild of founder Marc G. Minor, RFC, Legacy Investment Services was established in the early 1990s. The processes he developed broke the traditional business models. He reasoned that sophisticated technology used in mega-firms to conduct independent research and stress-test portfolios was available to smaller firms as well. And, once he cohesively aligned with an independent broker-dealer, he would no longer be captive to the broker’s limited options nor would he be accountable to sales quotas. His “out-of-the-box” approach would give each client access to the entire universe of investment options. …Read More

Blue Cross and Blue Shield of Louisiana

Blue Cross and Blue Shield of Louisiana’s Allison Young: Transformation of U.S. Healthcare Demands Leadership

While politicians and jurists debated the merits of the Affordable Care Act for the past three years, Blue Cross and Blue Shield of Louisiana steadily continued the transformation process it began in 2003. Under the leadership of Allison Young, Blue Cross has been exploring and implementing innovations to improve service to 1.4 million members.

“The need to rethink and reshape our healthcare delivery system is not in question, …Read More