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.
Raymond James, Securities America and NFP Unit Add Teams, Breakaways
Six reps, including two father-son teams, switched firms with a total of more than $920 million in client assets.
‘Mobile-First’ Millennials Need More Education
Millennials are the “mobile-first” generation, meaning financial services professionals who want to reach them will have to make mobile support a priority, says Corporate Insight.
LPL Exec Bruton Resigns Over ‘Interactions With Other Employees’
Derek Bruton, head of independent advisor services at LPL, steps down after seven years at the IBD.