The Best Way for Advisors to Stand Out
Don’t hide your passion for what you do under a basket, advisors! Passion is contagious: your employees and clients will thank you.
Helping Take the Tough Questions Out of Retirement
America’s workers have many demands on their paychecks. The list is seemingly endless. Saving for retirement might not be a priority.
Betterment Allies With Fidelity to Launch Betterment Institutional for Advisors
Platform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.
New Hire Roundup: NASDAQ OMX Names Wittman Head of Equities
Also, Kira Bazile joined North Street Global as president, and Citi Private Bank announced changes in its family office leadership.
$3.2 Million Team Comes Back to Securities America
Citing "cultural differences," Wayne Maier and his team split from National Planning Corp. after six years.
New Hire Roundup: FINRA Names Keenan, Weddle New Board Members
This week in news hires, FINRA appoints new board members; Gene Tannenbaum was named managing director of Lincoln Financial Advisors; American Century Investments promoted Chris Krantz and Jeff Bourke.
D.A. Davidson Buys IBD Crowell, Weedon of Los Angeles
With its latest acquisition, the Midwest-centered company has about 460 advisors and an expanding West Coast presence
National Advisors Trust to Provide Trust Services for Mercer Advisors
NATC chosen because of its unique business model.
Top Advisors Sound Off on Tech: NAPFA Conference
"How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.
New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.