5 Things To Not Do At Your Next Conference (Wholesaler Masterminds) - Rob Shore, Editor-in-Chief of "I Carry The Bag": The official magazine of Wholesaling, reports from Schwab IMPACT 2010.

Schwab IMPACT Review: 306 booths in Mr. Rogers' Neighborhood (Wholesaler Briefcase.com)

Personnel Changes: Transamerica, CNO, Nationwide, Korn Ferry, Others (National Underwriter) - Transamerica Retirement Services has named Daniel Long to succeed John Crane as a division vice president in the Chicago office.

An ADP Wholesaler joins ING U.S. Retirement (The MutualFundWire.com)

Lincoln Hires Pacific Northwest DC Wholesaler (The MutualFundWire.com) - A John Hanock wholesaler find a new home at Lincoln.

HighMark Gains Access to Merrill (The MutualFundWire.com) - The San Francisco-based mutual fund confirms the distribution deal.

Some Funds May Lose Their Spot as MSSB Tidies Up Its Shelf Space (The MutualFundWire.com) - The brokerage firm is bringing the number of investment products it distributes down from 1,300 to 1,000.

A Big Four Brokerage is Looking for a New Fund Gatekeeper (The MutualFundWire.com) - The exec who currently holds the keys to the wirehouse's fund platform is moving on early next year.

Ariel Targets DC Plans, Regional Banks (Fund Action) - Ariel Investments is focusing on increasing its distribution with defined contribution plans and regional banks and will hire a senior-level sales executive by year’s end as part of the effort.

Brokers to Fund Wholesalers: Stop Boring Us (On Wall Street) -

• “The end user has a hard time differentiating between funds and even the registered investment advisers who sell them,” said Ed Butowsky, president , CEO and wealth advisor at Chapwood Customhedge Portfolio Advisory Services.
  
• "I want to know how are you going to grow my pie and increase my profits,” Rich DeSalvo said. “Ditch the pitch books. Use a white board instead . Don’t talk at me. Tell your story from the heart.” Rich DeSalvo, principal of Richard DeSalvo Consulting, noted that when he oversaw fund selection as the head gatekeeper at Morgan Stanley, he could not be less interested in a fund’s holdings or number of Morningstar stars.