It’s Not Them, It’s You: Millennials Demand a New Business Model
Millennials actually do want financial advice — and they’ll pay for it. They just want a different kind of advice, delivered differently.
Raymond James’ Rob Baird to Step Down After 38 Years
Gavin Murrey will become the head of the Public Finance/Debt Investment Banking division.
Ameriprise Recruits 3 Advisors With $265M AUM
Ameriprise nabbed two advisors from MSI Financial Services and one from Hilliard Lyons.
Investment Salespeople Are Underrated
Financial sales professionals are crucial to the economy, but the DOL fiduciary rule ignores their existence, Lou Harvey of Dalbar writes.
Cetera Expands Retirement Plan Solutions Team in Response to DOL Rule: Recruiting
HighTower adds a $260M team, and Janney branches out into Tennessee.
Raymond James Recruits $150 Million Father-Son Team From Merrill
John R. Edgecomb Sr. and his son John Robb Edgecomb Jr. recently joined the Austin-Barton Hills office of Raymond James & Associates.
Does It Really Matter Whether Clients Pay for Financial Planning?
Many of the products or services that we buy in our daily lives come with something that doesn’t appear on the final bill.
11 Sales Pitches That Kill Sales
Here are some common approaches that could turn "maybe" into "get lost."
Hearsay Adds 2 Execs to Expand Advisor Cloud Ecosystem
One of the execs, Gaurav Agarwal, looks forward to “arming advisors with digital tools that help them acquire and service clients.”
Performance Coach Tells Advisors How to Get in the Zone
Alden Cass, psychologist to financial pros and athletes, tells ThinkAdvisor why so many advisors are frustrated and how they can find their “optimal performance zone.”