New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.
Raymond James, Securities America and NFP Unit Add Teams, Breakaways
Six reps, including two father-son teams, switched firms with a total of more than $920 million in client assets.
Looming Advisor Shortage Demands New Training Approach
Steve Johnson and other talent mavens aim to change training of millennials, who respond to different methods than prior generations.
Retiring Abroad: Saving Money, Finding Adventure
Authors Suzan Haskins and Dan Prescher say your clients can save hundreds of thousands of dollars in retirement by moving to a cheaper country.
Buffett’s 5 Nuggets of Investing Wisdom
Buffett’s annual letter offers some timeless wisdom on how Berkshire achieved a 19.7% annual growth rate over the past 49 years.
What Buffett’s Farm Can Teach Investors
What investors should value, and what is a distraction, are key themes in Buffett’s widely anticipated annual shareholder letter, coming this weekend.
Wirehouse Teams Move to HighTower, Raymond James
Meanwhile, Advisor Center helps seven advisors transition to IBDs in its network with about $520 million in assets.
Securities America Hybrid RIA Platform Adds Sales Director
Hybrid-advisor platform Arbor Point names Jeffrey Schmaltz a sales director; a former Edward Jones rep discusses how to navigate the tough road to independence.
Why Won’t Advisors Sell?
Securities America’s Roger Verboon relates what he sees on the front lines of advisor M&A: emotional hurdles for sellers, financial for buyers.
Best & Worst States for Fiscal Health
The Mercatus Center ranked the states using four measures of short- and long-term financial health.