XYPN Names 2 Female Execs
By Janet LevauxThe financial planning group aims for its leadership to be at least 50% women by 2021.
January 24, 2020
Wealth Management M&A on a Tear, and Mutual Funds Are Next: PwCTwenty percent of mutual fund managers may be gone in the next five years, according to the consultancy.
January 24, 2020
To Help Your Firm Grow, Educate Your TeamThe better you train staff, the more responsibilities they can take off your desk, and the faster your business will grow.
January 24, 2020
David Tittsworth Remembered for 'Wit, Warmth and Wisdom''The Capitol Hill veteran and industry leader kept advisors and others both well informed and entertained.
January 24, 2020
The Cost & Benefit of Professional ManagementAs advisory firms evolve from practices to businesses, executive roles become more critical.
January 24, 2020
RIA Consolidation Is Officially HereAlso, 2020 should be the first year in which the industry likely will have more independent advisors than employee advisors, says Brian Hamburger.
January 24, 2020
How RIAs Can Keep Growing in 2020Here's how advisors can rethink and adjust recruiting and other strategies this year.
January 24, 2020
New Year Brings Renewed Fiduciary BattleThe SEC best-interest rule faces its day in court as release of Labor's fiduciary rule is imminent.