Merrill Clear Adds Client Travel Service, Boosts Training
The firm adds travel services for clients and longevity training for advisors.
New Hire Roundup: Vanguard’s McNabb to Serve Additional Term at ICI
Meanwhile, Dynasty Financial Partners announced a new partnering with Nova Wealth Advisors.
Hispanics Seek More Financial Knowledge
Growing up with little to no financial education, Hispanic investors today say they are hungry for more investment knowledge, according to a Wells Fargo survey.
4 Next-Gen Advisors Reshaping the Industry
These four young advisors are not mere rookies. They are tech-savvy, forward-thinking professionals who know how to attract a new generation of wealth creators.
Finke: Is the Time Right for REITs?
Since their epic fall in the Great Recession, REITs have rebounded big time. A fresh look at whether they make sense in a modern portfolio.
Top 10 Best-Paid Fundraisers at Nonprofit Organizations
Upward of two dozen fundraisers at nonprofits earned more than $500,000, and two earned more than $1 million in 2011, The Chronicle of Philanthropy found.
Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
SEC Names Hoecker Inspector General
The SEC announced Tuesday that it has named Carl W. Hoecker as its Inspector General. Hoecker currently serves as inspector general for the U.S. Capitol Police and will replace David Kotz, who left the SEC last year.
A Broker Who Broke Bad
Serving nearly 400 days in federal prison wasn’t what Justin M. Paperny had in mind when he became a stockbroker fresh out of the University of Southern California, psychology degree in hand.
CFP Board Names Aikin, 2 Others to Board of Directors
The CFP Board announced Thursday that it had elected three new directors to the Board of Directors at its Fall 2012 meeting: Blaine F. Aikin, Arthur Laby and Thomas Nelson.