Bridging the Advisor-Lawyer Gap
How to build advisor-attorney networks that will generate referrals and benefit clients.
New Hire Roundup: Franklin Templeton Adds Macey to Retirement Solutions Team
Meanwhile, UBS welcomes a team of advisors from Morgan Stanley Wealth Management.
BofA’s Biggest Reshuffling Since Krawcheck’s Exit Keeps Getting Bigger
Days after CFO's high-profile resignation, general counsel Gary Lynch seen as likely to leave his post; wealth chief David Darnell recently announced plans to retire.
New Hire Roundup: Ex-CBO Chief Elmendorf Back at Brookings
Meanwhile, Royal Alliance adds Quincy Group; MarketCounsel beefs up staff with three new lawyers.
Cash Is No Longer King—and Never Should Be
If your goal is to preserve your wealth, maintaining exposure to the markets is a better option than keeping money in cash.
New Hire Roundup: SEC Names Regional Director in Salt Lake City
Meanwhile, tennis champion Andy Murray joined the advisory board of Seedrs, a U.K.-based crowdfunding platform.
3 Essential Elements to a Life Well Lived: US Trust
Three factors are most essential to a “life well lived,” according to the 2015 U.S. Trust Insights on Wealth and Worth survey.
New DAF Enables Donors to Fund Individual Researchers
Benefunder has introduced a donor-advised fund to which, it says, advisors can direct clients who want to support research in areas of their interest.
Wells Adds 5 Reps as Raymond James Grabs One of Its FAs
In other news, U.S. Trust shares the names of its latest recruits, and two divorce-focused groups merge.
New Hire Roundup: Morningstar Names Ptak Head of Global Manager Research
Meanwhile, Wesley Long, former head of private client services at Wedbush, joined Index Fund Advisors to lead its wealth advisors.