Banks' Bad Rap Dampens Advisor Recruiting: SIFMA Panel
How to overcome bad publicity and recruit a new crop of advisors was a hot topic in a breakout session at SIFMA's annual meeting.
Unique Advisor Site Targets Ultra-Affluent
Most striking, perhaps, is not what is present on high-end RIA Aspiriant's newly relaunched website but what is missing.
What HNWs Demand of Advisors: Stay Connected, Stay Mobile
High-net-worth clients are driving a “revolution of digital commerce and direct distribution” in wealth management, PricewaterhouseCoopers says.
Attracting and Serving the HNW Client in Retirement
A top-advisor roundtable at Think Retirement Income conference talks education, managing expectations and "taking a horizontal approach."
TIAA-CREF to Boost Advisor Headcount by 45%
Recruiting from banks, IBDs and wirehouses, TIAA-CREF has added nearly 200 advisors since the start of 2012 and wants to add 200 more.
Joe Duran’s United Capital Acquires Arizona Firm
United Capital and its affiliates have $17 billion in assets under advisement and, with the addition of Brotherton, 47 offices.
Genworth Taps Industry Veteran Charles Goldman for Board of Directors
As Genworth Financial moves ahead in a partnership with two private equity firms, Goldman, known as a fiduciary advocate, takes the reins as board chairman.
New Hire Roundup: IMCA Announces 2014 Board
Also this week, Celine Colgan joined the Presidio Group, Girard Securities welcomed David Bombart and National Planning Corp. promoted Scott Montgomery.
How Heritage Financial Uses Withdrawal Rates and Alts for HNW Clients
Everyone has budgetary issues, regardless of net worth, says Heritage’s Charles Bean. “We’re managing clients’ cash flow and spending habits regardless of portfolio size.”
Vestorly Hopes Smarter Data Equals More Clients
Client acquisition is "a science, not a gamble," argues Vestorly CEO Justin Wisz.