New Hire Roundup: IMCA Announces 2014 Board
Also this week, Celine Colgan joined the Presidio Group, Girard Securities welcomed David Bombart and National Planning Corp. promoted Scott Montgomery.
New Hire Roundup: Pensionmark Adds San Diego Office
This week in new hires, Pensionmark added a San Diego office to its advisor support program and Susan Dulde was named manager of operations at Next Generation Wealth Management.
New Hire Roundup: Goldman, Nelson Move Up at NFP; New Vice Chair at FASB
This week in new hires, Michael Goldman became COO and Carl Nelson head of mergers and acquisitions at NFP; John Taft of RBC Wealth Management became a LinkedIn Influencer; more
Schwab CEO Shows Some Love for RIAs: Weekend Interview
Walt Bettinger on how he values RIAs, helping advisors with changing client demographics and an aging workforce, and why he “cringes” at the growth of target-date funds.
Baird Nabs Morgan Stanley, UBS Advisors; Securities America Expands Recruiting Group
The new Baird teams come on board with some $800 million in client assets under management in Minnesota and Tennessee.
Wealthy Blacks Have Sunnier Outlook Than Most
Wealthy black Americans feel better off than they did five years ago, and think the country is better off as well, according to new research by Northern Trust.
Top 25 401(k)s for NYC-Based Companies: Where Are the Big Banks?
Say goodbye to BlackRock, Goldman Sachs, Morgan Stanley and other finance giants—this year's list of the best plans is seriously competitive.
T. Rowe Price Approved to Launch Actively Managed ETFs
The fund shop has cleared the first hurdle in rolling out ETFs, which is says would not be similar to its traditional mutual funds
Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling Clients
The 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .
Why Not Just Fall Off the Fiscal Cliff?
Contrarians and some politicos on both the left and the right have started to ask the forbidden question: Why not just fall off the fiscal cliff?