New Hire Roundup: Altegris Names Murphy Deputy CIO
Also in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.
‘Mutual RIA’ With Advisor Profit Sharing Launched by LPL Affiliates
Good Life Advisor Systems aims to share profits with all of its partnering reps nationwide, not just principals.
Wells Fargo Grabs 8 Advisors With $1 Billion in Assets
Meanwhile, RIAs affiliated with Focus Financial and LPL add reps.
Honoring Advisors Who Serve(d): July 4th, 2014
On Fourth of July, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
Taking the Indie Leap; Rethinking REITs: June Research Features—Slideshow
For advisors, going independent requires not just careful cost-benefit analysis but also a focus on their clients' confidence—and their own. Ellen Uzelac's cover story in the June issue of Research magazine probes what's involved in making such a leap of faith, and looks at advisors who have done it. In...
New Hire Roundup: AIG Advisor Group Names Couch EVP of National Sales
Also in new hires, Atlanta-based Wealth & Pension Services Group has hired James Larson II as head of its new office in South Florida.
Where Edward Jones Is Tapping Talent
The brokerage has revamped its recruiting strategy—with dramatic results.
Edward Jones Continues Its March to Train Veterans as Advisors
As it celebrates the two-year anniversary of its FORCES program, Edward Jones was also recently named a 2014 Most Valuable Employer for Military by CivilianJobs.com.
Honoring Advisors Who Serve(d): Memorial Day, 2014
On Memorial Day, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.