New Hire Roundup: Securities America Promotes 7
Meanwhile, financial data aggregation firm CircleBlack appointed Bill Bartzak and Michael Castellano to its board of directors.
Raymond James Adds 8 Advisors; Margaret Towle Joins Merrill
RJ adds advisors from largest credit union in Oregon, while Wells Fargo adds reps in Connecticut and Texas. Towle, formerly of HighTower, joins Merrill.
Washington Wealth Adds $180M Reps
The independent hybrid RIA says it has added 12 advisors in about nine months.
Ladenburg Thalmann to Acquire Securities Service Network
As part of its growing network, Ladenburg Thalmann is now acquiring broker-dealer and registered investment advisor Securities Service Network.
Clients Demand More Certifications, So Advisors Seek Them: IMCA
The largest group of CIMA applicants for the first half of 2014 was independent advisors, IMCA CEO Sean Walters and Chairman John Nersesian said.
President-Elect Sandy Says FPA's Diversity Is Its Strength
A 25-year advisory industry veteran, Pamela Sandy takes office in 2015, says advocacy in Washington will remain a top priority for the Financial Planning Association.
10 Best Ways to Compete Against Robo-Advisors
If you, for one, don't welcome your new robo-overlords, here are 10 ways to help your advisory firm rise above them.
Ladenburg Thalmann to Acquire KMS Financial Services
Recruiter Jonathan Henschen said the deal surprised him but makes sense given Ladenburg's reputation for keeping acquired BDs intact.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
SAGE Scholars: A Loyalty Points System for Paying College Tuition
Looking for some perks to provide clients at low cost but with high satisfaction? Introducing SAGE Scholars.