New Hire Roundup: CFTC Names Goelman Enforcement Chief
Grace Vogel joined PwC’s financial services regulatory practice, and the Hedge Fund Association named three women to leadership positions.
Why ETFs Are the Future of 401(k)s: Saddle River
Richard Wolfe, co-founder of planning firm Saddle River, on the benefits of ETFs over mutual funds in retirement plans.
Tom Nally, Not Just Cheering but Leading: The 2014 IA 25 Profile
When Nally first appeared on the IA 25 list in 2012, the first part of his profile were as much about his predecessor, Tom Bradley. Two years later, it’s all Nally.
The 2014 IA 25 on the Next Generation of Advisors and Clients
Advisors and their clients are aging together. What does that mean for the industry?
New Hire Roundup: Schmitter Goes to Commonfund
Also, AllBackoffice Consulting LLC has announced that Marty Morua has joined the firm.
The 2014 IA 25 Special Report
This is the 12th year that we have published the IA 25, our annual list of the most influential people in and around the advisor industry.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Whenever anyone asks me who our readers are, I’ve always responded that you are “independent and independent-minded advisors.”
TD Ameritrade Raises Profits 35%: Q1 Earnings
TD Ameritrade's brokerage group has a 20% jump in revenue, as well as a 30% gain in fees and commissions.
Top Portfolio Products: New MLP ETNs From Barclays, OFI Global
Brinker Capital offers three liquid-alternative mutual funds, and Marathon Value Portfolio cuts fees.