Getting New Clients: The New Wealth Manager
There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
Stay in Your Lane, Part 2: Creating Infrastructure
In the summer of 2003, Jordy Nelson walked onto the Kansas State football practice field.
Wells Adds 5 Reps as Raymond James Grabs One of Its FAs
In other news, U.S. Trust shares the names of its latest recruits, and two divorce-focused groups merge.
Dear NAPFA: Don’t Take a Position on a Political Issue...
...unless it's on financial issues affecting markets, the economy or clients' well-being. Indiana's Religious Freedom Restoration Act doesn't pass that test.
SSgA Taps Former Fidelity Exec O’Hanley as New President, CEO
New State Street Global Advisors head O’Hanley also spent 13 years in leadership positions at Mellon Bank and Bank of New York Mellon.
TD Ameritrade Taps Bank CFO to Replace Gerber
Steve Boyle, who has worked for the firm’s affiliate since 1997, will take over in October.
Royal Alliance Adds $600M Group With 33 Reps
Also, Securities America welcomes back a $100 million team from LPL Financial.
New Hire Roundup: DeNoyior Named President of NAPA
Meanwhile, 361 Capital announced that Andrea Coleman has joined as regional investment specialist.
5 Clients Are Better Than 500, Says One Advisor
Perfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
Morgan Stanley CFO to Leave for Google
Ruth Porat will take the same position at Google and will be one of the few female top executives in Silicon Valley.