Advisor M&A on a Tear in 2015: Schwab
Both the number and value of deals increased in the first half of the year; the average deal size was $1.3 billion in AUM.
Roth Quits RCS Capital Board
The resignation is not a result of any disagreement with RCS Capital or the board, the company says.
Fiduciary September 2015: A Historic Time for Fiduciary Advice
Reclaim your Advisers Act heritage, urges the Institute for The Fiduciary Standard, and tell your story to investors in the public square.
Daley to Head Strategic Growth at Raymond James Advisor Division
Daley joins Raymond James’ Investment Advisors Division from Fidelity; Hedtke succeeds Carsten Quitter, who will join Allianz in Italy as chief investment officer.
Which Wirehouse Tops LPL’s List of Recruited Reps?
The independent broker-dealer is adding a sizable number of teams and advisors from one firm in particular.
A Gathering of the Next Generation
This summer in Dallas, I was honored to lead the financial planning profession's largest annual gathering of young financial advisors.
On managing time and relationships.
Brigitte Madrian’s Power of Suggestion — and How It Improved Retirement
The Harvard economist won the 2015 Achievement in Applied Retirement Research Award for showing how to boost 401(k) participation.
Will Robo-Advisors Be Good at Relationships?
To quote Fortune editor Geoff Colvin, humans are underrated, even in the rapidly automating world of financial advice.
Northern Trust Hires Ex-Mercer Exec, Behavioral Finance Expert
Northern Trust Asset Management has hired former Mercer and World Bank executives to help build out its retirement solutions business.