Tough Market for Hiring Investment Execs in 2015
In a seller’s market for talent, employers must be more aggressive and creative — and open their wallets, says the executive search firm Kathy Freeman Co.
Dynasty Adds $800M Team From Morgan Stanley
Meanwhile, Raymond James grabs teams from Ameriprise and Baird and a rep from Edward Jones.
NAPFA Elects Moore Board Chairman for 2015 Term
Current board treasurer Frank Moore will serve as chairman-elect and remain as treasurer until his term begins on Sept. 1.
On Social Media, Cut Through the Compliance Clutter and Connect
Hootsuite talks with pros in regulated industries about the challenges standing between their social media presence and forging deeper client connections.
New Hire Roundup: Securities America Promotes 7
Meanwhile, financial data aggregation firm CircleBlack appointed Bill Bartzak and Michael Castellano to its board of directors.
The Unsinkable Sallie Krawcheck
Is Krawcheck weighing a robo-advisor offering? She remains tight-lipped on her plans, but tells ThinkAdvisor in a wide-ranging interview, "I'm not done yet!"
Financial Technology M&A Deals: Will Advisors Win or Lose?
TA Associates and NorthStar; Fidelity and eMoney; SS&C and Advent—the list goes on. Here's how advisors can assess these deals' implications.
4 Cool Tech Tools Launched at T3
“If you can find your spouse online, you can probably find your advisor,” Schwab's Neesha Hathi said at the T3 conference.
Merrill Lands $1.4B Ex-Morgan Stanley Team, Advisor
Meanwhile, LPL-affiliated Stratos Wealth recruits a former Morgan Stanley team and an ex-Wells Fargo rep.
PE Firm TA Associates Acquires Majority Stake in NorthStar Financial
Management of CLS Investments, Gemini and Orion will remain, looking to complement organic growth with the private equity firm's capital and expertise in acquisitions.