Has Deborah Fox Cracked the Millennial Code?
The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
5 Challenges Advisors Need to Conquer in Next 10 Years
“Generally, things are pretty good for advisors” right now, Sanjiv Mirchandani of Fidelity says. But the industry's growth picture is more nuanced than it seems.
Stifel Agrees to Buy Barclays’ U.S. Wealth Management Unit
The deal should add some 180 advisors to the company, which recently bought Sterne Agee.
New Hire Roundup: SEC Names Grim Director of Investment Management
Meanwhile, Merrill has created a retirement income and investment team and a Mercatus fellow has been named chief economist for House Financial Services.
New Hire Roundup: Killgoar to Head Strategy, Consulting at Raymond James' FID
Meanwhile, Wilmington Trust has named Fredrik Berg vice president of sales for its global capital markets team in Europe.
New Hire Roundup: McGinness Joins Envestnet as Managing Director
Meanwhile, Behringer announced that Robert Aisner will transition from his position as CEO and president to become chairman.
Former IAA President and CEO Tittsworth to Join Ropes & Gray
Former longtime president and CEO of IAA will join Ropes & Gray LLP’s investment management practice in June.
The Flatter World of Financial Services
During the previous decade we have often heard allusions to the world getting flatter, as a reference to advances in technology shortening the distance—virtually—between people and cities.
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
New Hire Roundup: Morningstar Names Ptak Head of Global Manager Research
Meanwhile, Wesley Long, former head of private client services at Wedbush, joined Index Fund Advisors to lead its wealth advisors.