Wells Fargo Indie Channel Picks Up 6 Reps From Rivals
The advisors move to the firm with over $500 million in client assets from UBS, Bank of America and other broker-dealers.
Recruiting Roundup: Raymond James Nabs Two Morgan Stanley Teams
Two hybrid RIAs announce merger plans, as US Trust, Merrill, Ameriprise and other firms share their latest recruiting news.
History Provides Hope for Institute for the Fiduciary Standard’s New Best Practices
While reforming large financial services institutions may be tough, the Institute believes reforming the industry from the ground up is more doable.
CFP Board’s Online Forum for Test Takers Gains Big Following
The CFP Board has created an online forum to give candidates pursuing their CFP marks a chance to interact with other test takers.
15 Best Paying Jobs for College Business Majors: 2016
ThinkAdvisor used PayScale’s College Salary Report, which collected data from 1.4 million graduates, to find the top jobs.
Top Portfolio Products: Global X, Nuveen Add ETFs; Financial Engines Expands Services
Global X introduces three tech ETFs while Nuveen adds bond ETF focused on additional yield.
Merrill Hires 3 New York Advisors From UBS
Bank of America-Merrill Lynch has recruited three veteran financial advisors from UBS with combined client assets of $750 million.
5 Robo-Advice Myths Busted
The robo-advice market is not “human vs. technology,” it’s about helping advisors do their jobs better.
U.S. Justice Department Investigating Wells Fargo
The probe follows a $185 million fine levied by regulators who charged the bank with opening 2 million accounts without customers' approval.
Cal Ripken, at FPA National, Stresses Work Ethic and Benefits of Beer
The Orioles’ Iron Man shares his business insights, and how he tamed the Yankees’ Goose Gossage, with 1,800 FPA conference attendees.