New Hire Roundup: Ken Fisher Isn’t Retiring, He’s Dropping a Title
Reports of Fisher’s imminent retirement were exaggerated. Meanwhile, asset management firm TCW Group announced that Heather Conforto Beatty joined as SVP.
New Hire Roundup: Vanguard’s McNabb to Serve Additional Term at ICI
Meanwhile, Dynasty Financial Partners announced a new partnering with Nova Wealth Advisors.
Too Small to Fail (at Succession Planning)
Judging by the amount of coverage succession planning has been getting in the trade press in the past couple of years, it is one of the most pressing problems facing the independent advisory industry today.
In Uncertain Times, Top Advisors Focus on Their Strengths
Rydex AdvisorBenchmarking survey finds advisors are focusing on better defining their services to help differentiate themselves.
Focus Financial Signs 5th Deal of Year With Investment in Nationwide RIA Hufford
Hufford Financial, which has clients in all 50 states and focuses on dentists, has become the 22nd Focus partner firm.
New Hires Roundup: U.S. Bank Adds Steiger; CAIS Welcomes Stone, Promotes Cobon
This week in new hires, Heidi Steiger added to U.S. Bank’s wealth management business; Landon Stone went to CAIS, which also promoted Lachlan Cobon.