New Hire Roundup: Magner Moves Up at Mercer
This week in new hires, Mercer announced a new position for Liana Magner and NAPFA named three to its board of directors.
Top 20 Companies for Annuity Sales: Q1
Variable annuity sales continue to struggle despite sustained equity market gains, says LIMRA annuity research director Joseph Montminy.
Low Interest Rates Wallop Retirees: EBRI
The low-interest-rate environment “has an extremely large impact on failure rates” when it comes to meeting retirement goals, EBRI's research director says.
Jud Bergman: The 2013 IA 25 Extended Profile
Envestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Solutions, with its $12 billion in assets.
LinkedIn Courts Advisors as Social Media Use Grows
LinkedIn super user Cathy Curtis of Curtis Financial Planning says she uses social media to market her personal brand.
Retirement Plan Consultants Offer Tips for Providers
A survey of retirement plan consultants by Oculus Partners identified some changes service providers need to make to their businesses in order to grow.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
Recruiting Roundup: Baird Grabs Wells FAs, UBS Branch Manager; Royal Adds 2 Indie Groups
The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.
Top Posts at Broker-Dealers See Big Changes
LPL, Morgan Stanley and Raymond James all announced big moves recently.
Advisors Beware: Silicon Valley’s Jemstep Targets Underserved Mass Affluent
For a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individual’s 401(k), IRA and brokerage accounts.