Janet Tavakoli: Sequel to Wall Street Horror Show Is Coming
Janet Tavakoli talks to ThinkAdvisor about three banker suicides, why another global meltdown is coming and how JPMorgan CEO Jamie Dimon holds onto power.
Ben Bernanke: Professor Turned Policymaker—The 2015 IA 35 for 35
It’s been said that the chairman of the Federal Reserve Board is the second most powerful person in the federal government, after the president.
4 Things Advisors Need to Know When Switching to ETFs
There are important differences with mutual funds that need to be considered by advisors.
New Hire Roundup: McGinness Joins Envestnet as Managing Director
Meanwhile, Behringer announced that Robert Aisner will transition from his position as CEO and president to become chairman.
How Clearing Firms Embraced Innovation
A tougher, revamped clearing industry pursues its high-tech future.
Come April, if not earlier, taxes occupy a huge space in your clients’ brains. If you’re providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
Nick Murray’s Hard Truths for Advisors
In an interview with Research, author-coach Nick Murray gives unvarnished advice to financial advisors.
Dynasty Adds $800M Team From Morgan Stanley
Meanwhile, Raymond James grabs teams from Ameriprise and Baird and a rep from Edward Jones.
RBC to Buy City National, Boost U.S. Wealth Operations
The U.S. operations of the Canadian bank currently include about 2,000 reps and $280 billion in assets.
Tax Loss Harvesting: Beware of Unrealistic Expectations
Once an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.