David Bach: Smart Advisors Finish Rich
The best-selling author and Edelman partner on his firm's unusual hiring requirements and what he thinks of breakaway brokers who don't repay their loans.
New Hire Roundup: Orizon Joins Mariner
This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.
New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient
This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.
New Hire Roundup: Kiley to Lead Security Benefit; SNR Denton Welcomes Samlin; Edelman Recruits Bottazzi
This week in new hires, Michael Kiley was named to become CEO of Security Benefit Corp.; Scott Samlin went to SNR Denton; Edelman Financial Services recruited Joe Bottazzi from outside the industry and Reliance Trust named Robert F. Cook to head its church and nonprofit division.
B/D Briefing: It's Time for More Clients
"Great marketing," says Ruth Papazian, "is about being ahead of the trend in figuring out not only where the market is going, but where advisors...
Target Date Funds Need Work
The collapse of the financial markets has sounded a strong wake-up call for target date funds.
New Retirement-Strategy Funds Launched
Target-date, or life-cycle, funds have been around since 1993. They appeal to investors seeking a "set it and forget it" approach to retirement saving that...
Targeting the Date
Van Kampen Retirement Strategy Trust, a unit of Van Kampen Investments, has added a suite of 10 target date retirement funds to its roster.