What Divorced Women Should Know About Claiming Social Security
By Jane Wollman RusoffMany don't know they may be able to claim on their ex-husband's work record, Marcia Mantell tells ThinkAdvisor.
November 18, 2019
Mercer Advisors Snaps Up AL HewittThe tax-centric, Californa-based firm has AUM of $100 million.
November 15, 2019
WMS Partners Names Ex-Wells Fargo Exec CEOTodd Wickwire, promoted from COO, was previously head of U.S. equity research at Wells Fargo for 20 years.
November 14, 2019
Kestra's RIA Unit Nabs $1.1B GroupBluespring Wealth Partners is acquiring Vector Wealth Management of Minneapolis.
November 14, 2019
2 Advisors, Married 12 Years, Keep Their Work Lives 3,000 Miles ApartLongtime planner Linda Lubitz tells ThinkAdvisor about this unconventional arrangement, plus how she screens out clients who are "pains."
November 14, 2019
Human Capital: Compliance Guru Todd Cipperman Breaks Down SEC's New Ad RuleIn Episode #4 of our podcast, we talk with Cipperman, a go-to expert on all things compliance-related for advisors.
November 14, 2019
Ken Fisher Asked Women to Appear in Ads. Not All Were Happy About It.The money manager enlisted their help after making vulgar remarks.
November 14, 2019
Merrill Lynch, Wells Fargo Reps Move to Raymond James: Recruiting RoundupMeanwhile, Integrated Partners picks up an Ameriprise team; LPL Financial adds advisors from Advisor Group-Ladenburg.