Recruiting Roundup: UBS Nabs 4 Ex-Merrill Reps in Florida
Meanwhile, Raymond James adds a husband-and-wife team in Dallas to its employee channel.
Mercer’s Conaway Replaces Salisbury as EBRI Chief
"EBRI has the capacity to shatter myths and preconceptions" with its "unparalleled reputation, databases and talented research team," Conaway said.
Recruiting Roundup: UBS Picks Up Morgan Stanley Reps
Meanwhile, LPL, Ameriprise and Wells Fargo reveal their latest recruiting coups.
LPL Grabs Wells Fargo Advisors’ Tech Chief
Anthony Perkins is tapped to be the IBD's head of technology product development.
DOL Fiduciary Proposal Must Be Broader: Bobby Monks
“Broken” U.S. financial system filled with intermediaries whose fees leave investors poorer.
New Hire Roundup: Franklin Templeton Adds Macey to Retirement Solutions Team
Meanwhile, UBS welcomes a team of advisors from Morgan Stanley Wealth Management.
Financial Planning: Great Tool, Bad Product
AUM or flat fees? In the end, a client's financial security is attained by growing investment portfolios, not by the plan itself.
20 Best-Paid Fundraisers at U.S. Charities
Donors frown on the practice, and fellow employees resent it. Nevertheless, many charities award bonuses to their fundraisers.
Google Creates New Company Called Alphabet, Restructures Stock
Ruth Porat, ex-CFO of Morgan Stanley, is set to be CFO of both the new and old firms
Advisors Must Use a 'Gender Lens' to Better Serve Women Clients
The founder of Wealthrive says advisors must approach women's financial needs in a more nuanced manner if they expect to adequately serve them.