New Hire Roundup: Orizon Joins Mariner
This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.
At ASPPA, Top Retirement Advisors Realize ‘Fiduciary Is a Verb’
A panel of top advisors took the stage during the afternoon keynote at ASPPA’s 401(k) Summit on Sunday, all of whom were nominated for the 2012 401(k) Advisor Leadership Award sponsored by Morningstar Inc.
One Way or the Other
The topic of dually registered advisors is hot. You'll find it discussed at most advisor trade conferences and see much commentary on the subject, especially on how broker/dealer firms are trying to accommodate this new model. Different than "pure" or fully independent RIAs, dually registered or "hybrid" advisors are those...
For most advisors, it's a no-brainer to pick the fund with lower expenses, assuming the fund's style, market capitalization and other major factors are equal....