HighTower’s Pagnato-Karp Group Lands Former Merrill Lynch Advisor
By John SullivanThe advisor-owned financial services firm announced on Thursday that David Nelson has joined its Pagnato-Karp Group.
October 09, 2012
Can Advisors Have ‘Zero’ Conflicts of Interest? The Legal and Regulatory RecordThe CFP Boards director of investigations makes the case that there is no such thing as zero conflicts of interest and that the nature of material conflicts of interest is subject to change.
October 05, 2012
The Future for Advisors: Morgan’s Paul Hatch vs. iShares’ Mark WiedmanAt Morningstar ETF Invest, Hatch promoted long-term client relationship building while Wiedman stood for the brave new world of transparency.
October 04, 2012
4 Cool Apps for Impressive PresentationsStill using PowerPoint at all your client meetings? It might be time for an upgrade. These apps could help.
October 04, 2012
Morningstar ETF Invest Live Blog, Day 2: Morgan Stanley vs. iShares on the Future of AdvisorsHighlights of the conferences first full day: Koesterich on the Economics of Politics; alternative ETF tool kits; Chris Gardner of Pursuit of Happyness fame.
October 02, 2012
Wirehouse Model Still Bleeding Assets, Talent: Cerulli StudyOther channels, though, have a long way to catch up to the big fourMerrill Lynch, Morgan Stanley, Wells Fargo and UBS.
October 02, 2012
An Annuity RIAs Will Love? SSG’s Dan Skiles ExplainsCan RIAs ever love annuities? Apparently so.
October 01, 2012
Weissbluth Responds to Rostad’s Blog on ‘Zero Conflicts of Interest’—VideoIn a blog posting for AdvisorOne, Knut Rostad of The Institute for the Fiduciary Standard questioned whether Elliot Weissbluth of HighTower Advisors misspoke when he claimed his firm had zero conflicts of interest. Weissbluth's response is captured on video.