New Hire Roundup: McGinness Joins Envestnet as Managing Director
Meanwhile, Behringer announced that Robert Aisner will transition from his position as CEO and president to become chairman.
Former IAA President and CEO Tittsworth to Join Ropes & Gray
Former longtime president and CEO of IAA will join Ropes & Gray LLP’s investment management practice in June.
HighTower Adds $500M Ex-Oppenheimer Advisor
Providence, Rhode Island-based Carol Nulman says women continue to be underserved by the financial industry.
Breakaway Broker Blasts Schwab Over Nightmare Breakup
Richard Rosso on how he went from being one of Schwab’s top financial consultants to losing a kidney from the stress of an arbitration battle.
Forging My Way Toward True Technology Integration
Here's how I'm getting the disparate parts of the technology I use in my practice to work and play well together.
Dear Dr. Bernanke: Pace Yourself!
Barry Ritholtz writes an open letter to the former Fed chairman, who has a new consulting deal with the hedge fund Citadel.
New Hire Roundup: Ken Fisher Isn’t Retiring, He’s Dropping a Title
Reports of Fisher’s imminent retirement were exaggerated. Meanwhile, asset management firm TCW Group announced that Heather Conforto Beatty joined as SVP.
Get a Bigger Assist From Your Sales Associates
In-depth knowledge of available sales support tools not only helps address investor needs but can create a more valuable and efficient business.
Chairman-Elect Joe Votava Resigns From CFP Board of Directors
Current Chairman Richard Rojeck to assume duties; new chairman to be elected in June to replace Votava.
AIG Advisor Group SpeakLoud Campaign Tells Advisors: We’ll Make Your Voice Heard
“SpeakLoud” is the rallying cry of AIG Advisor Group's new multimedia recruitment campaign targeting advisors seeking a new home.