Advisor on Mission to Make Clients—Yours and Hers—Happier
By Gil WeinreichDonna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.
November 10, 2014
Focus Adds $1.4B RIA in Chicago AreaMeanwhile, Securities America recruits three FAs, one from Wells Fargo and another from LPL Financial.
November 10, 2014
Schwab Impact Awards Go to 3 RIA Firms, RecordkeeperSchwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.
November 07, 2014
Krawcheck to Advisors: Stop Acting Like It’s 1957A lack of diversity hurts clients and even the economy, Sallie Krawcheck says. Schwabs Mary Rosai discusses the firms proactive approach to boosting women.
November 07, 2014
3 Reasons Robo-Advisors Are Taking OffRobo-advisors have proliferated, but why? Bill Doyle of Forrester Research gave three reasons during a Schwab Impact session.
November 07, 2014
What Advisors Can Learn From Robo-Advisors: Orion’s ClarkeRobo-advisors create a huge opportunity for traditional advisors, according to Eric Clarke, president of Orion Advisor Services.
November 06, 2014
2 Hybrid RIAs Add Wirehouse Reps in CaliforniaPlus, Lebenthal Wealth Advisors opens branch in North Dakota energy boomtown.
November 06, 2014
Schwab’s Hathi: What Clients Expect NowMobile tech changes the way we think and do business. Why wouldnt it also change what clients expect from their advisors?