Recruiting Roundup: Morgan Stanley Grabs $1B Pair From Citi
The team comes on board in New York, while a Barclays rep joins the wirehouse in Boca Raton.
Top 25 Indie BDs by Annual Revenue
All 58 presidents in Investment Advisor's 2014 BD Reference Guide poll said they believed in the viability of the IBD model.
The 2014 Broker-Dealer Reference Guide
Some observers of the independent broker-dealer universe might be tempted to explain its current state by counting the acquisitions that Nicholas Schorsch's Realty Capital has made over the past year.
IA 25 2014: The Threat (or Non-Threat) of Robo-Advisors—Slideshow
It may be reassuring to hear that the big tech experts on our list this year don’t think robo-advisors are too much of a threat.
Dan Skiles, SSG’s Tech Guru: The 2014 IA 25 Profile
Technology, yes, but in his new role at Shareholders Service Group Skiles offers insights into more than just the latest software.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
What Role Does Technology Play In Your Succession Plan?
Succession planning: Without a doubt, this is one of the most important topics for our profession.
Fourteen years ago this month I joined the staff of Investment Advisor.
Shareholders Service Promotes Dan Skiles to President
Technology and business expert raised to presidency of rapidly growing custodian Shareholders Service Group.
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National
JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.