Attracting Women: Pershing, Fidelity Help Advisors Give Female Clients What They Want
The trend toward learning how to better talk and listen is a reminder to advisors, the majority of whom are male, that women communicate differently from men.
New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
Spire Investment Partners Adds Chamberlain Group in West Coast Expansion
RIA Spire Investment Partners, headquartered in McLean, Va., has expanded to the West Coast with the addition of the Chamberlain Group of Irvine, Calif.
BNY Mellon Boosts Profits 23%: Q4 Earnings
Clearing fees at Pershing unit rise to $294 million in the period and nearly $1.2 billion for 2012
For Bonds in 2013, Many Unhappy Returns: Fixed Income Analysts
The fiscal cliff, an accommodative Fed and slow economy will conspire to push yields down, say analysts with Loomis Sayles, LPL, Morgan Stanley and more.
Top Portfolio Products: Ultra Short-Term Bond Fund From T. Rowe
BNY Mellon and OTC Markets Group roll out new ADR index; Invesco PowerShares lists S&P 500 Downside Hedged ETF.
Obama’s Back, Now Diversify: BNY Mellon Analysts
BNY Mellon's Dick Hoey says advisors and their clients should watch for an increase in the capital gains tax during Obama's second term.
Advice Industry Helps With Sandy Relief
Financial service companies and related organizations are stepping up with pro-bono efforts and charitable initiatives in the wake of Tropical Storm Sandy.
New Hire Roundup: Wedbush Private Client Services Group Adds Wright
Also this week in new hires, Lance Losey and Mary Welk joined Ascent Private Capital Management and Michael Millman joined The Private Client Reserve in San Francisco.
New Hire Roundup: New National Segment Leaders at Mercer Hammond
This week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.