4 Ways to Run Your Business Your Way ... and Succeed
Young leaders (and others) should take this advice on improving their business leadership.
RBC Taps New Wealth Consulting Chief
Nate Angelo comes on board one week after the wealth firm tapped a new head of recruiting.
How to Attract More Female Advisors and Clients
This challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
Former Wells Fargo Exec Acquires Part of $800M FiNet Team
In other news, Focus Financial helps two partner firms complete merger deals.
The 3 Best Ways Indie Firms Can Add Female Advisors
The industry knows it needs to diversify, and steps being highlighted at the Ladenburg Institute of Women & Finance Symposium can help.
RBC Wealth Grabs Rival’s Top Recruiter
Michael Parker was an executive vice president and chief development officer for HighTower Advisors.
The Best Reason to Change Firms
Some financial advisors choose to change firms frequently. Many people assume they do it just for the money, but that's rarely the case.
From ‘Wall Street’ to Main Street
Christopher S. Smith of Dover, Delaware, joined Edward Jones after earning his undergraduate and graduate degrees in business in 2008. He then went on to earn his CFP designation at Georgetown and the related Accredited Asset Management Specialist designation.
Trump Picks Kate O’Scannlain as DOL’s Top Lawyer
Kate O’Scannlain, a Kirkland & Ellis partner and Federalist Society member, has represented insurers and defended companies against class actions.
Female Firm Owners More Likely Than Men to Be Financial Planners
Close to one-third of women who run advisory firms are financial planners, compared with 21.6% of men, Cerulli finds.