Josh Brown, Blogging’s Bomb Thrower: The 2014 IA 25 Profile
Many enthusiastic bloggers fall by the wayside, but not New York-based financial blogger par excellence, Josh Brown.
Roth Replaces RCAP’s Brown as Schorsch Defends Move
Schorsch tells ThinkAdvisor that he adamantly denies allegations that RCAP is turning into an "ole boys' club" as the respected Valerie Brown leaves Cetera.
First Allied Taps Kevin Keefe, Former Larry Roth Aide, as President
The RCAP Holdings unit names Kevin Keefe, previously with AIG-owned Advisor Group, as its broker-dealer chief.
New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.
Misperception of Millennials Skews Financial Advisors’ Strategies: SIFMA Panel
A panel at SIFMA’s private wealth conference discusses what’s on younger investors’ minds, and it’s not what many thought.
HighTower Launches Third Leg of Advisor Platform: The Alliance
Gavion, a $20 billion investment consulting firm to institutions, will be building its own HighTower-like partnership in the South for “corner office” fee-based advisors.
Raymond James Helps $1.1M Merrill Team Go Indie
Baird adds a branch manager from RBC, and the Retirement Benefits Group welcomes an ex-LPL Financial advisor.
5 Key Traits of Fastest Growing Bank Wealth Managers
Fidelity study names five traits that set thriving bank wealth practices apart — size and location weren't among them — and their five biggest challenges.
Distrust of Big Banks Driving Clients to Indies: Cerulli
"Breakaway brokers" are one reason that RIAs will hold 26% of retail client assets by the end of 2016. But there's more to the story.
New Hire Roundup: Morgan Stanley Names 3 Wealth Management Chiefs
Dynasty launches Concentus Wealth Advisors; Jeff Thomas joins Nasdaq Private Market.