Advisors Are Getting Younger: FA Insight
Advisors are getting serious about investing in the next generation of talent, the annual FA Insight People and Pay study shows.
How a Schoolteacher Became a Top Wells Fargo Portfolio Manager
Ann Miletti was fresh out of college and teaching elementary school when her whole life plan suddenly changed.
Pump the Brakes: Why You Should Wait to Build a Billion-Dollar Firm
Today, $1 billion in AUM is the new $100 million.
3 Things to Avoid in Salary Surveys
Structuring the compensation strategy for your financial planning firm is one of the most vital areas for firm owners to address to sustain a successful growing firm year after year.
Susan John Named CFP Board Chair-Elect
The former NAPFA board member will start as chair in 2019.
Why Advisors Need to Be Working With Gen X: The Worried Generation
A Scottrade study found that 83% of Gen Xers say they are likely to seek professional advice about retirement planning.
LPL Shares Q2 Recruiting Update, Sees Less DOL-Related Uncertainty
CEO Dan Arnold discusses why the independent broker-dealer is upbeat on its recruiting pipeline for the rest of the year.
How Edelman Keeps Its Clients Happy (Without Cutting Fees)
Edelman Financial's clients range from middle-income to high-net-worth, and fees are 2% for some. CEO Ryan Parker discusses the two keys to the firm’s growth.
Performance vs. Tenure: A Lesson in Employee Evaluation
A firm is not leveraging its true talent pool if it promotes advisors based on tenure alone.
Meet the Human Behind the Robo
Betterment’s Garrett Oakley left a lucrative RIA path for the automated investment advisory.