New Hire Roundup: NASAA Names Joseph Brady Executive Director
Meanwhile, TIAA-CREF announced that Derek Dorn has been named vice president of public policy and associate general counsel.
Fewer Advisors Means More Automation: Celent
The impending retirements of aging advisors, combined with the increased appetite for advice among millennials, will make automated advice services a necessity, Celent predicts.
4 Steps to Building a Client-Centric Financial Advisory Team
Here's how to build a firm focused on personalized service to clients, according to Russell Investments.
Moshe Milevsky: Big Change Is Coming—The 2015 IA 35 for 35
The next generation of advisors "may have very different skill sets in 30 years than their mentors do now," Milevsky says.
Advisors Who Serve(d) Tell Their Stories: Memorial Day, 2015
In our latest slideshow honoring advisors who served in the armed forces, we present 16 veterans deserving of praise.
Savant Makes Orion Capital Its Third RIA Acquisition in 17 Months
The Orion Capital Management acquisition brings Illinois-based Savant’s total AUM to nearly $4.5 billion, and CEO Brent Brodeski says another deal is "in the works."
New Hire Roundup: NY Life Names John Kim President
Meanwhile, James Perkins has joined the Mather Group's Chicago investing team as a senior portfolio analyst.
Sallie Krawcheck: Ellevating Leadership—The 2015 IA 35 for 35
Ellevate Network’s leader stresses the importance of women to management and to the industry.
George Kinder: Life Planning Is the Future—The 2015 IA 35 for 35
"It's really impossible to be a fiduciary without being a life planner," Kinder says.
Merrill, Securities America & Commonwealth Add Reps From Rivals
Meanwhile, Focus Financial shares news about its recent executive recruiting.