New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific Northwest
Meanwhile, Advisor Software announced that Erik Jepson has joined as chief customer officer.
Online-Only Banking a Boost to Emerging Markets
The launch of Tencent’s online-only private bank venture, WeBank, has highlighted a new area of expansion for companies in China and emerging markets in general.
Millennial Myopia: A Big Social Media Trap
When you assume that “social media is for the young,” you implicitly discredit social as a platform for reaching everyone else.
New Hire Roundup: CFP Board Names Richard Rojeck Chairman
Meanwhile, Incapital named John DesPrez III CEO, Rene Chaze became COO of Edelman Financial and Morgan Stanley named two commodities chiefs.
Cangrade, Advisors Ahead Join Forces on Pre-Hire Screening Software
The software, Cangrade NextGen Insights, will allow Advisors Ahead to gauge how well a candidate will fit in.
Why Did the CFP Board Hire Camarda Litigator as General Counsel?
The departure from the CFP Board of Michael Shaw and the hiring of Leo Rydzewski as the Board's first general counsel sends some dispiriting messages.
Emerging Markets Top Pick for Manning & Napier Fund
Manning & Napier’s International Series Fund seeks out unique investment opportunities that its managers believe will flourish under prevailing countrywide themes.
96% of Financial Pros Say Industry Has a Trust Problem
Most of the professionals in a CFA Institute survey say the biggest share of blame lies with firms' culture.
Firm Builds Niche Client Base of Pro Baseball Stars
Winpoint's Joe Geier, advisor to Cal Ripken Jr. and dozens of other pros, tells the story of how he broke into advising MLB stars.
Morgan Stanley Picks Up Ex-Merrill Institutional Team in Chicago
Raymond James adds independent RIA group, while HighTower brings on a former UBS group.