New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
How to Offer a ‘Mind-Blowing’ Client Experience
Successful advisors increasingly take a highly personalized approach.
Unique Advisor Site Targets Ultra-Affluent
Most striking, perhaps, is not what is present on high-end RIA Aspiriant's newly relaunched website but what is missing.
Aspiriant Completes Acquisition of Deloitte Investment Advisors
After announcing its plans to acquire Deloitte Investment Advisors in July, Aspiriant completed the agreement on Monday.
Past, Present, Future
The year was 1980. Chrysler was rescued, CNN was launched, the Dow began the year at 824 and Investment Advisor published its first issue. Today, Chrysler...
Tim Kochis Named FPA Award Winner
Kochis recognized for industry contributions
? Benjamin Ledyard, a veteran wealth advisor and former managing director of the Wilmington Trust Company, has joined Silver Bridge Advisors. Ledyard will serve as...
Organizational Changes for Aspiriant
Kochis stepping down as CEO, but not retiring.
How They're Coping
Constant Communication "Communicate, communicate, communicate," is the main advice to advisors that Aspiriant CEO Tim Kochis suggests to help advisors through the ups and downs of...
The Future Is Now
When facing a disaster, healthy families turn toward each other for emotional support, but also for practical help. Since sisters and brothers know each other...