New Hire Roundup: NAPA Announces New President
Also in new hires, Jeffrey Boujoukos was named by SEC as assistant regional director in Philadelphia.
Raymond James Helps $1.1M Merrill Team Go Indie
Baird adds a branch manager from RBC, and the Retirement Benefits Group welcomes an ex-LPL Financial advisor.
Janney Recruits Ex-Morgan Stanley, Raymond James FAs
The two advisors come on board in Florida and New Jersey with about $90 million in client assets.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.
Raymond James Recruits $250M UBS Team
The two veteran advisors join the employee channel in Jacksonville, where they have been in business for a total of more than 55 years.
Fighting for His Clients
Christopher L. Walker started out as a transactional wirehouse broker making a whopping 400 daily dials. Yet inside this conscientious cold-caller was a consultative, relationship-oriented advisor yearning to break free.
New Hire Roundup: Christian Brothers Appoints Four
This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.
Hall of Fame Winners to Date
The full listing of Research Hall of Fame winners.
Mergers: A Tech Nightmare for Advisors
No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.
The Crown of a Good Name
On the big screen, fictional insider-trading sleazeball Gordon Gekko exhorted: “Greed … is good.”