Deena Katz and Harold Evensky, Next-Gen Mavens: The IA 25 2014 Profile
At a stage of their careers where many advisors slow down, Katz and Evensky are doubling down on their commitment to the next generation.
7 Threats That Can Derail a Client’s Retirement
Beyond basic threats to retirement income like market risk and interest rate risk, here are seven issues that advisors often overlook.
Raymond James Nabs $80M Wells Team in California
Two advisors join the employee channel in Santa Barbara with some $950,000 in yearly fees and commissions.
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.
New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.
New Hire Roundup: BrightScope Names Riggio Its First Chief Revenue Officer
Also, Pacific Life announced changes in its sales organization, and Edmond Markel joined Hennion & Walsh.
Why Retirement Planning Is Not for the Passive
With so many uncertainties regarding Social Security, annuities and the “4% Retirement Rule,” an active approach to planning is vital.
New Hire Roundup: Charlson to Head Morningstar Alternative Funds Research
Meanwhile, the American Benefits Council names new board members and officers, and CFPB adds experts to senior posts.
New Hire Roundup: Fidelity Charitable Names Danforth President
Also, Ron Carson was named to the board of trustees of the American College, and the Withers Consulting Group welcomed David Burleigh.
New Hire Roundup: American College Names Linda Need Board Chairwoman
Also this week, Hy Saporta was named COO of Steward Partners Global Advisory, and a former top Boehner staffer joined the Bipartisan Policy Center.