Want to Put Clients First? Lose That Tie
By losing the suits, advisors can differentiate themselves from the product pushers and profit-hungry bankers that many clients associate with the industry.
10 Best Jobs of the Future: 2017
Kiplinger analyzed 785 jobs; these 10 have high salaries and are poised for strong growth in the coming decade. Financial advisor is one of them.
Number of RIA Deals Could Reach Triple Digits in 2017: Schwab
The 2017 transaction volume is keeping pace with the 2016 total of 94 deals.
Tom Bradley’s Sad, but Unsurprising, Exit From TD Ameritrade
Industry watchers explain why the popular institutional and retail chief saw his role eliminated after a $4 billion merger with Scottrade.
Bradley Out at TD Ameritrade, Scottrade Exec In
Tom Bradley, who built TD Ameritrade's RIA business, was not picked to lead the merged firm's retail distribution.
FPA Names 3 Diversity Scholarship Winners
The awards will allow two CFPs and one Ph.D. candidate to attend the group's yearly conference in Nashville.
How to Help Clients Plan for Natural Disasters
While hurricanes and wildfires are top of mind, now is the time to discuss potentially catastrophic events with clients.
RBC Wealth, Raymond James Launch Efforts to Boost Female Advisors
Videos and a publication aim to support existing women reps and add to their numbers, which are roughly 16% of the full US advisor force.
To Connect With Tomorrow’s Clients, Focus on Closing the Industry's Gender Gap Today
For all the talk of “embracing change,” the majority of independent firms and advisors continue to struggle with diversity.
Russell Taps Michelle Seitz as CEO
Seitz, the former head of William Blair Investment Management, has been in the business for three decades.