Lovell Minnick Sells Mercer Advisors to Genstar
The $6 billion RIA based in Santa Barbara, California, is set to have a new private equity owner.
New Hire Roundup: Merrill Adds Wealth Management Teams in Florida, New York
Meanwhile, Barclays named Jay O'Neil regional manager for wealth and investment management in Los Angeles.
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.
New Hire Roundup: PIMCO Names Fels Managing Director, Adds CIO
Meanwhile, New York Life says it will hire 3,600 reps this year.
Questions to Ask When Building or Structuring Your Team: Part 1
To get the biggest impact from your human capital investment, first ask yourself these questions on how to structure your team.
The Great Mutual Fund Expense Ratio Lie
After decades of decrying high expense ratios, we now have evidence that expense ratios are the wrong thing to look at, Chris Carosa writes.
Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
What’s the Future of Advisor AUM Fees?
As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
JPMorgan Exec Named Commonfund CEO
Catherine Keating is leaving JPMorgan for Commonfund, the firm announced Monday.