Focus Adds Former FiNet Team, Lebenthal Brings on Morgan Stanley Group
Meanwhile, Securities America picks up a Wells Fargo rep, and United Planners says it had a banner year in 2013.
God and the Advisor: Navigating Faith and Finance
Advisors typically steer clear of religion, but some are paying closer attention to faith-based investing.
United Planners on Its Tech: The Glue That Holds It All Together
“Our master philosophy is ‘enter once, use many,’” Sheila Cuffari-Agasi says when describing the technology employed at United Planners Financial Services.
2012 TechLeaders Conference: Unusual Format a Hit With Attendees, Vendors
A rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday.
Finding Success in Succession Planning
Tiburon Strategic Advisors finds half of advisors over the age of 50 intend to sell their businesses upon retirement.