New Hire Roundup: Fidelity Charitable Names Danforth President
Also, Ron Carson was named to the board of trustees of the American College, and the Withers Consulting Group welcomed David Burleigh.
Company Retirement Plans Better When Using Advisors: Survey
Among plans with a retirement plan advisor, one-third saw the average employee contribution rate grow by 6% of pay or better.
Top 5 Issues Reshaping Retirement Planning in 2014
These are the biggest forces shaping the new reality of retirement. Be prepared.
Fidelity’s Morrison to Succeed O’Hanley as Investment Chief
Charles Morrison most recently was head of Fidelity’s $750 billion fixed income division.
What the Facebook-WhatsApp Deal Means for Advisors
In the new world order driven by technology, advisors and broker-dealers have to adapt quickly to keep up with clients — and rivals, experts say.
New Hire Roundup: Murphy, Fredrickson Move Up at SEC
Meanwhile, Arbor Point Advisors added Jeffrey Schmaltz and Justin Neuberg joined Convergence Investment Partners.
Securities America Hybrid RIA Platform Adds Sales Director
Hybrid-advisor platform Arbor Point names Jeffrey Schmaltz a sales director; a former Edward Jones rep discusses how to navigate the tough road to independence.
5 Messy Financial Firm Breakups—and One Keeping Mum
Sometimes being No. 2, or even No. 1, doesn't guarantee a future with the company.
Top Portfolio Products: iShares Introduces Currency-Hedged ETFs
WisdomTree launches floating-rate Treasury ETF, while Direxion rolls out an MLP high-income product.
4 Steps Advisors Need to Take to Succeed on Social Media
Social business is no longer optional for advisors; it’s mandatory. Here's how to get the best return on your social media investment.