Tom James: Who 'Changed Everything' at Raymond James—The 2015 IA 35 for 35
Tom James became CEO of Raymond James Financial in 1970, succeeding his father Bob, and held that role until 2010; he remains chairman, and remains highly active on the big picture level for the company but also in recruiting new reps.
DOL Extends Fiduciary Comment Period by 15 Days
With the 15-day extension, “the initial comment period will be 90 days and the department anticipates the opportunity for public comments may be more than 140 days in total,” DOL says.
Edward Jones Among Best Employers for Military in 2015
Edward Jones has been recognized by CivilianJobs.com as a 2015 Most Valuable Employer for Military for its efforts to recruit and train military veterans as financial advisors.
American Century Grabs Ex-Wilshire Exec to Roll Out Liquid Alts
Cleo Chang will be in charge of the fund firm’s introduction of liquid alternative mutual funds expected later this year.
Advisors, You’ve Been Serve(d)! For ThinkAdvisor’s Military Survey
ThinkAdvisor invites advisors to tell us about your military service so we can share your stories in our ongoing Advisors Who Serve(d) slideshows.
Angie Herbers: Bridging the Gap—The 2015 IA 35 for 35
Angie Herbers sent a wake-up call to the profession 10 years ago, and she's been shepherding advisors through growth and change ever since.
New Hire Roundup: SEC Names Grim Director of Investment Management
Meanwhile, Merrill has created a retirement income and investment team and a Mercatus fellow has been named chief economist for House Financial Services.
The Digital Advocate: Your LinkedIn Centers of Influence
Advisors shouldn't just dabble in social media. Embrace LinkedIn in particular to reach COIs and professional advocates.
30 Best Paying College Majors: 2015
The rankings are based on data collected by PayScale.com from 1,000 universities and 207 different bachelor’s degrees.
Merrill Boosts Retirement Focus, Promotes 2 Managers
A new group, led by Kirsten Hill and reporting to David Tyrie, aims to enhance Merrill Clear.