The Price of Dithering on Exit Planning
One of the hardest decisions for a business leader to make is when to exit.
Come Together (for Fiduciary Best Practices)
Knut Rostad's thoughtful white paper calls on the advisory industry to set fiduciary best practice standards.
Unhappiness Ever After: 10 Questions for a Reality Check at Work
There's only so much your company can do to keep you happy. Ask yourself if it's time for a change.
Robo-Advisors and Online Financial Advice: The Difference
In the end, does the advice clients get come from a human or a (human-designed) computer algorithm? And why is that important?
New Hire Roundup: Prudential Names Ward Head of Stable Value
In other new hires, HighTower announced that Kimberly Hollenbeck will join the firm as executive director of business development.
SEC Names Flannery Chief Economist
The SEC said Monday that Mark Flannery will become the agency’s new chief economist and director of its Division of Economic and Risk Analysis.
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.
Why You Need Women on Your Advisor Team
The skills and decision-making process displayed by women can make a big difference to an advisory firm's success, and their clients'.
Raymond James Taps Retirement Exec From Janney Montgomery
Frank McAleer, a nearly 30-year industry veteran, comes on board to focus on platform, other tools.
Alexandra Lebenthal: Who Are You Calling a Socialite?
The Lebenthal Holdings CEO on her new wealth unit, how she bought back her iconic family name from Merrill and how she recruits female advisors.