How to Take Over a $1 Billion Practice
The anatomy of a high-stakes Morgan Stanley practice acquisition.
Nick Murray’s Hard Truths for Advisors
In an interview with Research, author-coach Nick Murray gives unvarnished advice to financial advisors.
How Math Will Shape Wall Street's Future
Mathematician Edward Frenkel considers his field's impact on finance.
Keith Hall Named New CBO Director, Replacing Elmendorf
Keith Hall, chief economist of the International Trade Commission, will start his four-year term on April 1.
Best Practices for Advisory Firm Partnerships
Across industries, more than 70% of M&A deals fail, financially speaking. Michael Kitces discusses a new paper on common triggers of problems.
How Much Is an Advisor Worth? Eric Nelson Does the Math
When a prospect balks at paying advisory fees, Eric Nelson shows the value he adds — and what the absence of an advisor can cost.
Tough Market for Hiring Investment Execs in 2015
In a seller’s market for talent, employers must be more aggressive and creative — and open their wallets, says the executive search firm Kathy Freeman Co.
New Hire Roundup: Loring Ward Names Schwab’s Farasat CIO
Meanwhile, Peter Cai has become Global Atlantic Financial Group's chief risk officer.
Why Advisors Attend Conferences Now: Next-Gen Recruiting
And who is helping advisors with this mission? As shown by its words and actions, TD Ameritrade stands out.
NAPFA Elects Moore Board Chairman for 2015 Term
Current board treasurer Frank Moore will serve as chairman-elect and remain as treasurer until his term begins on Sept. 1.