The Succession Planning Mirage, and the Alternative
Few advisors have made actual succession plans, but there might be a very good reason for this.
10 Best Cities for Jobs in Financial Services: 2014
Several cities debut on Accounting Principals’ annual list on financial services jobs.
New Hire Roundup: ABIA Elects New Board Members
This week, the American Bankers Insurance Association elected new board members, and Deutsche Asset & Wealth Management hired four regional VPs.
30 Best iPad Apps for Financial Advisors
Here are advisors' favorite apps for networking, productivity, travel and more, according to ClientWise and its readers.
IRI Elects LPL’s Moore Board Chairman
New IRI Board members include Larry Roth of Cetera, Erica McGinnis of AIG Advisor Group and George Riedel of USIS.
Wall Street's Young Bankers Are Still Mostly White and Male
Wall Street's gender diversity problem isn't confined to the top executives.
A New Way to Bid for the 401(k)
The onerous requirements of soliciting retirement plan gigs with Morgan Stanley led Ariana Amplo to launch an eRFP matching plan sponsors with advisors.
3 Questions Leaders Should Ask Themselves
Great leaders of the future will have a completely different leadership model, says Mark King, Adidas Group North America president.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
Want to Boost Your Bottom Line? Add More Women
One need look no further than the numerous reports and comments made by influential professionals—both male and female—for evidence that gender diversity, as well as adding and escalating women in corporate roles, are key drivers of business growth.