7 Worst Credit Cards of 2014
Small-business cardholders in particular have much to be wary about since some credit card rules don't apply to them, CardHub says.
LPL Q3 Earnings Meet Lowered Estimates as Profits Fall 12%
Average production per advisor drops from Q2, but assets tied to RIA relationships strengthen.
How to Attract and Keep the Next Generation of Clients
One perhaps surprising finding: Millennials tend to work with older advisors. But experience alone is not enough to keep them happy.
Ameriprise Beats Q3 Estimates, Posts Strong Wealth Results
The average yearly production level for its advisors is $483,000, up 13% from last year.
Focus Financial Strikes 6 Merger Deals for Partners
One advisor acquisition came about through a discussion about succession planning, an executive says.
Snowden Lane Picks Up $270M Merrill Duo
This news follows the boutique firm’s recruiting of a UBS team in late September.
Millionaires Are Giving Back, but They’re Not Happy About It
Many philanthropists are unsatisfied with the impact their time and money have on the causes they support.
Morgan Stanley Recruits 5 Advisors; Merrill Adds Team
The wirehouses each add registered reps from rival firms with more than $500 million in client assets.
New Hire Roundup: Waddell & Reed Opens New Office
Meanwhile, David Stofer, Mark Nothnagel and their team join newly launched Mariner Retirement Advisors.
Family Offices Globally Show Significant Similarities: Study
The average family office portfolio returned about 9% in 2013, the UBS/Campden study found.