Moshe Milevsky: Big Change Is Coming—The 2015 IA 35 for 35
“If we were to go back in time 35 years, here we are in year 1980. How does a financial advisor's life differ from the year 2015?”
Advisors Who Serve(d) Tell Their Stories: Memorial Day, 2015
In our latest slideshow honoring advisors who served in the armed forces, we present 16 veterans deserving of praise.
Savant Makes Orion Capital Its Third RIA Acquisition in 17 Months
The Orion Capital Management acquisition brings Illinois-based Savant’s total AUM to nearly $4.5 billion, and CEO Brent Brodeski says another deal is "in the works."
New Hire Roundup: NY Life Names John Kim President
Meanwhile, James Perkins has joined the Mather Group's Chicago investing team as a senior portfolio analyst.
Sallie Krawcheck: Ellevating Leadership—The 2015 IA 35 for 35
Ellevate Network’s leader stresses the importance of women to management and to the industry.
George Kinder: Life Planning Is the Future—The 2015 IA 35 for 35
"It's really impossible to be a fiduciary without being a life planner," Kinder says.
Merrill, Securities America & Commonwealth Add Reps From Rivals
Meanwhile, Focus Financial shares news about its recent executive recruiting.
30 Worst Paying College Majors: 2015
Data collected by PayScale shows the university degrees with the least payback.
3 Questions to Ask Before Going Independent
If you're considering going independent, as many readers have told me via email, ask yourself these three questions to get started.
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.