LPL Names Russell’s Parker to Lead Investment and Planning Solutions
By John SullivanParker will be based in San Diego and report to Robert Moore, the firms president of advisor and institution solutions.
April 05, 2013
Thornburg, fi360 Team Up for Fiduciary Training SymposiumThornburg's symposium featured the fi360 AIF capstone course and exam. What are your thoughts on fiduciary responsibility? Please take the AdvisorOne-fi360 Fiduciary Survey, which closes today.
April 03, 2013
NAPFA Names Top 30 InfluencersThe "30 Most Influential" program recognizes NAPFA members and staff who have made an impact on fee-only financial planning, the group and their peers since NAPFAs 1983 founding.
April 03, 2013
Top 10 Fund Brands: RIA, IBD, Wirehouse Advisors’ FavoritesWhen it comes to naming names, advisors predictably pick all the big fund firms as their favorites. But look at Phoenix's survey more closely, and fascinating patterns are revealed.
April 03, 2013
Fiduciary Survey Closes FridayLast chance for RIAs, brokers and dually registered advisors to make their voices heard on fiduciary debate at the SEC and the DOL.
April 01, 2013
National Advisors Trust Taps Former SEI Exec as CEOJames Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.
March 27, 2013
Advisors Optimistic, Not Using Policy Statements: Russell OutlookTheres good news and bad news to report in Russells latest quarterly outlook for advisors.
March 25, 2013
HighTower, UBS Veteran Join in New York PartnershipMK Wealth Managements principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.