New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory Group
Meanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
AIG Advisor Group Brings Women to the Forefront
New initiative will focus on recruiting female advisors, women who choose to be financial advisors as a first or second career, and administrative staffers.
New Hire Roundup: Needleman Named to CFPB Advisory Board
Meanwhile, Dave Rau will head the trust tax group at U.S. Bank Wealth Management.
New Hire Roundup: Great-West Financial Names Manello CFO
Also in new hires, Treasury's Office of Financial Research added 11 new members to its financial research advisory committee.
Advisor Group Unveils Initiative to Help Women Advisors Grow Their Practice
The AIG-owned Advisor Group is putting its power behind an initiative to help women advisors grow their business in an admittedly "male-dominated industry."
New Hire Roundup: U.S. Bank Wealth Management Welcomes Mook
This week in new hires, David Mook joined U.S. Bank Wealth Management, and Sterne Agee welcomed Robert Mohs to its Chicago office.
New Hire Roundup: Solomon Named to SEC; Securities America Welcomes Lindsey
This week in new hires, Matthew Solomon joined the SEC's enforcement division and John Lindsey went to Securities America.
How Are We Doing?
All too often we think the advisory process is going really well, when in actuality the client doesn’t feel heard or understood and is dissatisfied with the way things are proceeding.
New Hire Roundup: SEC Welcomes Norberg; Fleming Joins FINRA Board
This week in new hires, Jane A. Norberg joined the SEC as deputy chief of the Whistleblower Office; Gregory J. Fleming was elected to FINRA's board of directors; Mike Anderson went to Securities America; and Dan Dorfman joined Trim Tabs Money Blog as a columnist.