Need Professional Help? If You’re Looking for a Successor, Hire a Recruiter
When it comes to hiring a successor, using a professional recruiter is not really an option any more: You just need to do it.
CFP Board Launches Advisor Career Center
The CFP Board has launched a career center to serve firms seeking new talent and workers seeking new positions.
New Hire Roundup: FPA Announces Strategic Content Partnerships
Meanwhile, Manisha Thakor has joined RIA firm Buckingham as Director of Wealth Strategies for Women.
Technology Will Continue to Transform Independent Advice, and Advisors
The history of the independent advice model confirms that technology empowers independent advice. It will continue to do so.
Raymond James, Ameriprise Add Teams in Midwest
The teams move with close to $400 million in total assets under management, the broker-dealers say.
15 Best College Majors for Business Success
The STEM-heavy list compiled from data from public companies may disappoint liberal arts majors with corporate ambitions.
SEC Enforcement Roundup: Twitter, Facebook Pre-IPO Fraud
SEC moves on a Ponzi-like social media IPO fraud case and multiple instances of alleged insider trading.
New Hire Roundup: BlackRock’s Gundersen Goes to MainStay
U.S. Bank and Blue Water Advisors each add two.
Has the Consumer Media Gotten the Fiduciary Message?
If some recent articles in The New York Times and Forbes are any indication, 2015 might become the year of "fiduciary-only."
Should CFP Board Settle Camarda Case? My Argument and the Board’s Response
Is it time to settle the case quietly, before it goes to trial? I say yes, but the CFP Board chairman begs to differ.