New Hire Roundup: Clearbrook Names Leslie Billet Managing Director
Deb Clarke has become Mercer's global head of investment research, and Bruce Graham recently joined CAPTRUST Financial Advisors as a vice president and advisor.
In Uncertain Times, Top Advisors Focus on Their Strengths
Rydex AdvisorBenchmarking survey finds advisors are focusing on better defining their services to help differentiate themselves.
Advisors Rediscover the Value of Talking Directly to Clients
The latest AdvisorBenchmarking survey shows big increases in advisor use of face-to-face meetings and telephone calls with clients, while they remain skittish on social media.
Alternatives and Advisors
“RIAs perform the most sophisticated due diligence,” Marc Zeitoun of Guggenheim flatly stated in a conversation during the Schwab Impact conference in San Francisco.