Investor Optimism Falls on Retirees’ Worries
Most Americans say the markets are a "fair" or "poor" way for average investors to grow wealth, a Wells Fargo/Gallup study found.
New Hire Roundup: Women in ETFs Announces Board Members, Leaders
Also in new hires, FNEX has named Neal Wolkoff to its newly formed board of advisors.
Openshaw to Lead Financial Women’s Association
Social media expert was most recently president of Finect, a platform for advsiors.
Wells Fargo Names Digital Chief, Shares IT Growth Plans
Wells Fargo Advisors says it is “making its most significant technology investment in a decade.”
Wealth Firms Adding Indie, Wirehouse Reps
A number of successful advisors are switching channels and broker-dealers at a quick pace in midsummer.
Raymond James Recruits 3 Wirehouse Teams, $875M in Client Assets
Meanwhile, Morgan Stanley and Merrill Lynch grab advisors from each other in the latest recruiting push.
Wells Fargo Grabs 8 Advisors With $1 Billion in Assets
Meanwhile, RIAs affiliated with Focus Financial and LPL add reps.
Honoring Advisors Who Serve(d): July 4th, 2014
On Fourth of July, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
On Same-Sex Couples’ Money Matters, Confusion Reigns
Many same-sex married couples don’t talk about money, and many need advice on new laws, Wells Fargo says.
4 Next-Gen Advisors Reshaping the Industry
These four young advisors are not mere rookies. They are tech-savvy, forward-thinking professionals who know how to attract a new generation of wealth creators.