Advisors on the Go: Barclays Adds 3, Baird Picks Up 2 and Raymond James Hires 1
Barclays Wealth said Wednesday that it had hired three advisors for its Latin American ultra-high-net-worth operations, while Baird announced on the same day that it had picked up two advisors in San Francisco. On Monday, Raymond James employee-channel added a top producer in Houston.
New Hires Roundup: New York Life Realigns Retirement Services; Great-West Promotion
This week in new hires, New York Life realigned its practice groups and named new team leaders, and also named Sue Ericksen as CIO; Sen. Max Baucus praised Senate approval of three tax court nominees for second terms.
Mastering Social Media
In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.
Brian Stimpfl Joins ActiFi as Senior VP
Brian Stimpfl, the former TD Ameritrade managing director, has joined ActiFi as senior VP of Relationship Management, effective immediately.