Hispanic, Minority-Owned Businesses an Untapped Advisor Opportunity
Advisor James Perez-Foster encourages advisors to start serving this fast-growing small business segment, as he has done with much success.
New Hire Roundup: Bessemer Trust Welcomes New Hedge Fund Director
Meanwhile, U.S. Bank Wealth Management announces two new hires in its private client businesses.
Best Places for Commercial Real Estate Investments: Office Sector
In the post-recession period, a significant “value gap” has emerged between the top tier urban centers and the rest of the country.
What Doctors and Families Have That Advisors Don’t
The CFA Institute’s Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
Ritholtz on Tony Robbins: A Self-Help Genius With Terrible Financial Advice
Tony Robbins is a self-help genius who truly understands the human psyche, Barry Ritholtz writes. But then there's his financial advice.
New Hire Roundup: SEC Names Levine to Head Advisor Exams in Chicago
In another career move, Elliot Hollingsworth has joined wealth advisory firm Halbert Hargrove as regional director.
The Broker-Dealer as Custodian: Raymond James
Once upon a time, you could draw a bright line between an independent broker-dealer rep and an RIA, between an IBD and an RIA custodian.
Wells Fargo’s Wimbish: Navigating the 30-Year Retirement
Wells Fargo retail retirement director Karen Wimbish on guiding clients not just to retirement, but through it, and the firm's new Income Center.
New Hire Roundup: Northern Trust Welcomes Marsh
Meanwhile, LIMRA has hired Dr. Betty Moon as managing director of Bank Insurance and Securities Research Associates.
AIG Shareholders Still Want a Nicer Bailout
Why would anyone call Paulson, Geithner and Bernanke to testify on Delaware’s corporate governance standards for reverse stock splits? There's something else going on here.