HD Vest on Track to Add 620 Advisors in 2015
The firm is "having a great year," CEO Roger Ochs told ThinkAdvisor.
Does Gay Marriage Ruling End a Financial Planning Niche?
The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
How Advisors Should Explore the Social Media Universe
The digital parallel world opens a new frontier of financial marketing and communication
Madoff Trustee’s High Court Rebuff May Cut Victim Recoveries
The Supreme Court denied to hear a case involving money that went to some of Madoff's clients more than two years before his scam collapsed.
Government vs. Private Loans for College: What Borrowers Should Know
Some private lenders are charging lower rates than the government this year, but beware the tradeoffs.
Maria Bartiromo: More ‘Money Hammer’ Than ‘Money Honey’
The Fox anchor talks to ThinkAdvisor about her advice for FAs, why business news is sexy and why beauty only gets a journalist so far.
10 More Wealthy Donors Take the Giving Pledge
The global Giving Pledge initiative created by Warren Buffett and Bill and Melinda Gates has grown to 137 signatories.
Craigslist Ponzi Scheme Snares Retired Teacher: State Regulators
Regulators in Massachusetts and Alabama issue cease-and-desist orders against Premiere Asset Management for orchestrating a Craigslist-based scheme.
Breaking Away—When the Wirehouse Wants You to Stay
Independence-minded advisors encounter significant incentives and obstacles oriented toward keeping them and client assets in-house.
Wells Fargo Boosts Support for Team Practices
The wirehouse is rolling out technology and even a national conference for its team-based advisors, says Kim Ta.