What Advisors Can Learn From Software Makers
Advisors can learn something from robo-advisors, too, says Fortigent CEO Jamie McIntyre.
New Hire Roundup: Sonnenberg Joins Glassman Wealth Services
Also this week in personnel announcements and new hires, Tony Leonard joined OneAmerica.
New Hire Roundup: Collins Named as TDAI’s Head of Advisor Transitions
Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.
LPL Trust Unit Aims to Boost Sales, Hires
The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.
LPL Adds 223 Advisors as Profits Drop 13%
In a repeat from last quarter, LPL Financial reported that quarterly profits were down although revenues were up.
When Bad Things Happen to Good Portfolios—and What to Do About It
Is there a better way? Can the divide between Eugene Fama and Richard Thaler be bridged?
Three Big Trends in RIA Industry: 2012 TechLeaders Conference
Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.
Jan. 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition
Unique data, insights and strategies for advisors considering a change to be addressed in latest AdvisorOne web seminar.