A Succession Plan That Started at the Gym
Certain professions and areas of study translate well to financial planning. Who knew personal training was one?
SCF Lures Walnut Street Team of 4 Advisors
The move puts the Fresno-based independent broker-dealer at more than $1 billion in affilated client assets and 140 advisors.
Middle-Age White Guys Need Not Apply: AIG’s Advisor Group Diversifies Recruitment
The traditional image of the wirehouse-trained advisor serving strictly HNW white males is giving way as women challenge assumptions about who the average investor is.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
Reality Bites: Gen Xers Aren’t Slackers Anymore, MetLife Says
The unthinkable inevitable has happened: Gen Xers are identifying more with their Boomer parents as they enter middle age and shoulder the burdens of work, family and financial planning.
Cetera Buying Fellow IBDs Tower Square, Walnut Street From MetLife
With the addition of 800-plus MetLife independent reps, the Cetera BD network will comprise 7,000 advisors managing $130 billion in assets.
LPL Branding Plan: A Work in Progress
The independent broker-dealer ends its CNBC campaign this week and refuses to elaborate on future plans.
The Successful Retirement Plan Advisor, Pt. 5—Profile in Success—Voyage Financial Group
Voyage Financial Partners has followed its unique business strategy with discipline and focus--working with middle-income workers at Fortune 1000 companies--and achieved significant success along the way, but not by accident.
New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
Johnson Named President of National Planning Corp.
John Johnson has been acting in this role for the Jackson National-affiliated independent broker-dealer since November.