Forget the Elevator Speech: 5 Steps to Telling Your Story
The key to your marketing story, says Megan Carpenter of FiComm, is what happens after you tell it to prospects.
LPL Adds $650M RIA, 18 Reps From Voya
Also, Raymond James says it recruited a $300 million team from Merrill Lynch in New York.
Long-Time LPL Team Jumps to Securities America With $2.2B
Prior to partnering with Securities America, WealthPLAN Partners worked with LPL Financial for 27 years.
Salespeople Tend to Do What They’re Paid to Do
In the fiduciary debate, remember that we all tend to do more of what we are incentivized to do.
CFP Board, ‘Rock the Street’ Launch Career Program for High School Girls
Program is designed to raise awareness of financial planning as a career.
Wealthfront CEO Steps Aside and Co-Founder Takes Over
Wealthfront said that Adam Nash has stepped down and been replaced by Andy Rachleff, one of the company’s co-founders.
Broker-Dealer INVEST Taps New Compliance Chief
The IBD, part of National Planning Holdings, brings on Jason Albino, formerly with Penn Mutual Life.
T. Rowe Chair and CIO Rogers to Give Up Investment Role to 6 Execs
Brian Rogers will remain with the fund group as a non-executive chairman, but will pass the investing baton to others on March 31.
Cash Balance Plans Supersize Small Business Retirement Savings
Hybrid cash balance plans can provide small businesses with an opportunity to more than quadruple annual retirement savings.
Morningstar Names New Tech, Data Chiefs
Chicago-based fund research firm also just added a new floor to house tech team