Best Broker-Dealers Ranked by Financial Advisors: J.D. Power — 2015
By Janet LevauxSatisfaction poll by J.D. Power finds a big drop in loyalty as frustrated reps consider their options.
July 09, 2015
Strategies for Helping Millennials Thrive in the WorkplaceUnderstanding what motivates younger employees may help you build strong teams and grow relationships with Gen Y investors.
July 08, 2015
Are Flat Fees Really Better for Clients—or for Advisors?When someone explains something to me starting with statements that strike me as patently ridiculous, I tend to discount the rest of their thinking.
July 06, 2015
HD Vest on Track to Add 620 Advisors in 2015The firm is "having a great year," CEO Roger Ochs told ThinkAdvisor.
July 02, 2015
Advisors Who Serve(d) Tell Their Stories: Fourth of July, 2015In the second part of our latest slideshow honoring advisors who served in the armed forces, we present 17 veterans deserving recognition.
July 02, 2015
New Hire Roundup: Merrill Adds Teams From Barclays, UBSIn addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.
July 02, 2015
Why Bob Veres Is Wrong on Flat FeesSorry, Bob, but from a client's perspective, flat fees fall flat.
July 01, 2015
Focus Financial Adds $1B RIA in ChicagoAlso, Raymond James adds a $390 million independent-employee group in Beaufort, S.C., from Wells Fargo.