Growing Your Advisory Firm by Recruiting the 'Right-Fit' Advisor
How to find and add the right advisor, experienced or young, to your firm for growth now and succession planning later.
New Hire Roundup: Piccone to Lead SEC Exam Program in Denver
In other personnel moves, WBI promoted Matt Woehnker, and David Brierwood joins the Preqin board.
Can a ‘Fiduciary-Only’ Advisor Take Commissions?
An advisor makes some good points about selling insurance to clients, but are those clients sure their advisor is acting in their best interests?
Don’t Fear the Robos, Advisors Can’t Be ‘Bot-Sourced’
LPL’s chief investment officer rebuts an Oxford University estimate that advisors have a 58% probability of being replaced by computers.
Don’t Let Government Trample Your Retirement Business: Pawlenty
Think Obamacare is bad? Federal intervention in retirement saving would be an “existential” threat to advisors, ex-governor Tim Pawlenty warns.
4 Leadership Lessons From Football to Build Your Advisory Firm
Legendary Tennessee football coach Phillip Fulmer shares his insights on vision, teamwork and legacy building.
CFP Board Names Votava 2015 Chairman-Elect
G. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
New Hire Roundup: Women in ETFs Announces Board Members, Leaders
Also in new hires, FNEX has named Neal Wolkoff to its newly formed board of advisors.
FSI Taps Cetera, First Allied Exec as Vice Chairman
Adam Antoniades takes on a new role at FSI, while Richard Lampen of Ladenburg Thalmann gets a new title as well.
Openshaw to Lead Financial Women’s Association
Social media expert was most recently president of Finect, a platform for advsiors.