Monthly Client Calls May Be Too Much: Study
SEI’s latest Futurewealth research addresses how frequently high-net-worth investors want to communicate with their advisors and what they want to talk about.
New Hire Roundup: Northern Trust Welcomes Marsh
Meanwhile, LIMRA has hired Dr. Betty Moon as managing director of Bank Insurance and Securities Research Associates.
Mariner Names New Investment Strategist, Wealth CIO
William Greiner has been elevated to chief investment strategist of Mariner Holdings, and Mark Caplinger has joined Mariner Wealth Advisors as CIO.
Mariner Wealth Buys New Jersey RIA With $817M in AUM
CEO Marty Bicknell doesn’t mind the term “rollup firm,” but he says there's a difference between Mariner and other firms that acquire RIAs.
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.
New Hire Roundup: Rogers, Wolf Move Up at Gemini
This week in new hires, Andrew Rogers and Kevin Wolf moved up in the management ranks at Gemini; John Sullivan went to Dynasty Financial Partners; and Jonathan Bergman joined TAG Associates.
Turning Inside Out
Generally speaking, activities that are core to your brand and offering should be managed in house while those activities that are incidental or supplemental to your vision and strategy make good choices for outsourcing.