Krawcheck: Want to Shrink Your Business? Ignore Women
“The retirement crisis is a women's crisis,” Sallie Krawcheck says, as some 80% of men die married, and 80% of women die single.
Securities America Hosts National Conference, Women’s Summit
The indie broker-dealer also says its reps can begin using a mobile-check deposit app.
LPL Adds Teams From Morgan Stanley, Lincoln; Merrill Grabs Ex-UBS Duo
The indie broker-dealer should bring in about $600 million in new assets and the wirehouse about $300 million.
Thriving in Tomorrowland: How Advisors Can Adapt to Change
Forty-five years after Alvin Toffler warned us of future shock, four experts suggest how to prosper in today's tsunami of change.
Savant Makes Orion Capital Its Third RIA Acquisition in 17 Months
The Orion Capital Management acquisition brings Illinois-based Savant’s total AUM to nearly $4.5 billion, and CEO Brent Brodeski says another deal is "in the works."
12 Best & Worst Broker-Dealers: Q1 Earnings, 2015
Here’s how some of the biggest firms’ earnings compared over the first quarter.
Hull to Replace Retiring Mulholland at UBS Wealth
In the first quarter, UBS Americas' nearly 7,000 reps top rival Merrill Lynch in yearly fees and commissions.
Will Vanguard’s New Hybrid Platform Crush Robos?
Investors with at least $50,000 can pay as little as $150 a year for the service, which combines digital advice with guidance from an advisor.
New Hire Roundup: Ken Fisher Isn’t Retiring, He’s Dropping a Title
Reports of Fisher’s imminent retirement were exaggerated. Meanwhile, asset management firm TCW Group announced that Heather Conforto Beatty joined as SVP.
Chairman-Elect Joe Votava Resigns From CFP Board of Directors
Current Chairman Richard Rojeck to assume duties; new chairman to be elected in June to replace Votava.