New Hire Roundup: SEC Names Regional Director in Salt Lake City
Meanwhile, tennis champion Andy Murray joined the advisory board of Seedrs, a U.K.-based crowdfunding platform.
How to Connect With 4 Generations of Clients
Ivy Funds takes a look at the formative experiences that have shaped traditionalists, baby boomers, Gen Xers and millennials.
New Hire Roundup: NY Life Names John Kim President
Meanwhile, James Perkins has joined the Mather Group's Chicago investing team as a senior portfolio analyst.
Own a Luxury Vacation Home Without the Hassles of Ownership
Equity Estates’ Luxury Residence Fund offers both "return on investment" and "return on living," its founder says.
Wells Fargo Adds Morgan Stanley Reps; LPL Picks Up Team From JPMorgan
Also, an LPL affiliate forms an RIA partnership to attract new reps to its network.
Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
Investors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
Baird Adds $350M Ex-Schwab Rep
Meanwhile, Raymond James and Ameriprise pick up teams from Morgan Stanley and Stifel.
8 Best Financial Companies to Work For: Fortune
These financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
10 Best States for Retirement: 2015
Crime, weather and taxes factor into how the states stack up.
Dynasty Adds $800M Team From Morgan Stanley
Meanwhile, Raymond James grabs teams from Ameriprise and Baird and a rep from Edward Jones.