5 Timeless Financial Lessons for Father’s Day
It wasn’t your first bike or baseball glove, but Dad’s nontangible gifts that did the most to get you to where you are today.
New Hire Roundup: RBC Global Asset Management Adds 5
Meanwhile, Northern Trust added a senior VP in New York and a Minnesota state president.
Luring Millennials Is a Waste, Take 2: Serving the Children of Clients Makes Sense
It seems pretty clear that millennial clients are not going to fit into the AUM fee business model of many independent advisors. However...
Judge Intervenes After SEC Creates Wrongful BD ‘Death Spiral’
A judge has turned a $19 million SEC case against Panamanian broker-dealer Verdmont into a $240,000 case because of the agency's rush to judgment.
How Firms Can Add Young Women — and Boost Performance
The benefits of a diverse work force, including young women, are more immediate than securing replacements for retiring advisors.
Advisor Fights Cancer, Punches Through Million-Dollar Level in Same Year
Todd Bury’s brush with mortality actually spurred his efforts to accelerate his business growth while putting his life in perspective.
New Hire Roundup: SEC Names Regional Director in Salt Lake City
Meanwhile, tennis champion Andy Murray joined the advisory board of Seedrs, a U.K.-based crowdfunding platform.
Former Obama Official: Advisors Need to Serve Lower-Income Families
After the financial crisis, "many families who were financially secure before are now living paycheck to paycheck,” says Michael Barr.
Lou Harvey: Retirement Advisors’ Value Is Misunderstood
The Dalbar CEO says the consumer media's focus on investment returns and plan expenses overshadows the challenges advisors overcome to foster retirement security.
Derek Jeter’s Words of Wisdom for Advisors
Pershing’s Insite conference was full of high-profile speakers and big-time announcements, but the now-retired Yankees captain stole the show.