Fidelity Institutional Names Durbin President
Michael Durbin is now in charge of clearing, custody, trading and other programs for RIAs, BDs and related institutions.
FPA, CFP Board Formalize Their Collaboration
The stronger collaboration is designed to benefit the organizations, the financial planning profession and the public.
Follow the RMD and Your Clients Won’t Go Broke in Retirement
Craig Israelson, executive-in-residence at Utah Valley University's financial planning program, offered up advice at the FPA annual conference.
Coach Fulmer: 6 Ways Advisors Can Build Winning Teams
Growing trust in business is not all that different from coaching college football, according to Phillip Fulmer, former head coach at Tennessee.
Why Trust Company of America Is on Track to Double Its Assets
Several macro trends within the industry have contributed to the custodian's growth over the past six years.
Why You Can’t Be ‘Three-Quarters of a Fiduciary’
Former SEC Commissioner Luis Aguilar’s comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
RBC Wealth Grabs Rival’s Top Recruiter
Michael Parker was an executive vice president and chief development officer for HighTower Advisors.
Individuals’ Personal Info Revealed in SEC EDGAR Hack
A test filing accessed by third parties contained names, birthdates and Social Security numbers of two individuals.
FPA Board Chooses Former Intelligence Officer as President-Elect
President-elect Evelyn Zohlen is also founder and president of Inspired Financial in Huntington Beach, California.
Lost and Found in Translation
We’re pleased to focus on the phenomenal growth of the RIA business model, as witnessed and cultivated by Pershing Advisor Solutions CEO Mark Tibergien, in this month's cover story.