New Hire Roundup: Barclays Taps Bhargava to Head Wealth, Investment Management
In another personnel move, Michael McKeigue has joined Montage Investments as managing director of the national accounts team.
New Hire Roundup: Putnam Names Gould Head of Institutional Management
In another personnel move, Mariner Wealth Advisors has added ex-NFL quarterback Mark Vlasic as a senior wealth advisor.
NextCapital Launches 'Digital Advisor' for 401(k)s
NextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
New Hire Roundup: Needleman Named to CFPB Advisory Board
Meanwhile, Dave Rau will head the trust tax group at U.S. Bank Wealth Management.
New Hire Roundup: SEC Names Schnurr Chief Accountant
In another personnel move, Nancy Rimington joined GW&K Investment Management.
10 Best Ways to Compete Against Robo-Advisors
If you, for one, don't welcome your new robo-overlords, here are 10 ways to help your advisory firm rise above them.
New Hire Roundup: Janus Capital Adds Scholes, Alankar
Also in new hires, the SEC announced that Thomas Krysa has been named associate regional director for enforcement in its Denver office.
3 Ways Advisors Must Change to Survive Robo-Advisors
Financial planning is the anti-commoditizer, and therefore for the foreseeable future is the anti-robo-advisor value-add as well.
Asset Management Set for Radical Transformation: KPMG
The global asset management industry will radically transform because of seismic shifts in client demographics, technology and changing social values, KPMG says.
Too Small to Fail (at Succession Planning)
Judging by the amount of coverage succession planning has been getting in the trade press in the past couple of years, it is one of the most pressing problems facing the independent advisory industry today.