Cambridge’s Continuity Partners Group Welcomes First RIA
Gould Asset Management, with $450 million in AUM, joins 168 Cambridge reps in advisor succession group.
First Allied Taps Kevin Keefe, Former Larry Roth Aide, as President
The RCAP Holdings unit names Kevin Keefe, previously with AIG-owned Advisor Group, as its broker-dealer chief.
New Hire Roundup: Charlson to Head Morningstar Alternative Funds Research
Meanwhile, the American Benefits Council names new board members and officers, and CFPB adds experts to senior posts.
Pursuing Practice Excellence: Where Advisors and Their Partners Part Ways
Advisors rely on their partners to run their businesses, and many financial services businesses count advisors as key clients. So why aren't advisors and their partners on the same page when it comes to what works and what doesn’t in practice management?
Pursuing Practice Excellence: The Advisor Perspective
In the first of a series of reports by the Investment Advisor Group and ActiFi on our breakthrough practice management study, advisors told us their needs and which partners they rely on—and don’t—for practice management solutions.