Women Less Likely Than Men to Use Mentoring Programs: Edward Jones
Women are becoming bigger players in the financial industry, but there is still a gender gap when it comes to career advancement.
Clients Demand More Certifications, So Advisors Seek Them: IMCA
The largest group of CIMA applicants for the first half of 2014 was independent advisors, IMCA CEO Sean Walters and Chairman John Nersesian said.
7 Ways to Avoid Picking a Bad Advisor
If a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
Financial Pros Just Don’t Get Millennials: Study
In particular, young investors find efforts to reach them on social media "creepy," a study by Oxford undergrads and BNY Mellon finds.
Personal Touches on Social Media Key to Building Relationships
Here are five ways to put some personality into your social media posts and show your audience you are genuine and trustworthy.
Advisor M&A, the Alpha Way
What separates the best from the rest is of particular concern to advisors seeking to extract value from the practices they've devoted their careers to.
Wells Fargo Adds 11 California Reps With $1B in AUM
The wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
New Hire Roundup: Senate Confirms Social Security Advisory Board Members
Meanwhile, Mike DiCenso joined Mesirow Financial as managing director and head of national sales in its investment strategies division.
Reading the Data on the Bright Future of Online Advice
A poll found investors are more likely to use human advisors, but also expect to use more online advice. What's your take on the data?
12 Best States for Adjusted Advisor Pay
Low cost of living often offsets lower advisor pay in some states, while in other states high pay offsets high cost of living.