Bianca Flowers

Displaying 15 results
YOUR PRACTICE PRACTICE MANAGEMENT NOV 18, 2015
CFP Board launches initiative to recruit women for financial planning

Women's Initiative Council will provide guidance on the development of enterprises to pave a way for more women to enter the industry.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 15, 2015
Raymond James scores J.P. Morgan team managing $900M

Addition marks first New York team for Raymond James & Associates, the firm's employee broker-dealer.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 23, 2015
Midwest financial adviser team with $463M in assets joins Wells Fargo

Madison Street Financial Group specializes in corporate retirement plans and high-net-worth families.

NEWS RIAS DEC 14, 2014
RIAs to control 28% of assets by 2018: Cerulli

Dual registrants are a key driver of growth for the segment, which holds 20% of assets today, the research firm said.

INVESTING FIXED INCOME DEC 10, 2014
Vanguard files for 'ultra' short-term bond fund

Offering will restrict maturity of holdings to one year.

RETIREMENT RETIREMENT PLANNING DEC 08, 2014
Retirement plan sponsors want more from advisers

A desire for greater expertise was cited as the primary reason for switching advice providers, says Fidelity survey

YOUR PRACTICE FINTECH DEC 05, 2014
CRM startup Wealthbox earns financial backing from serial entrepreneur Steve Lockshin

Convergent Wealth Advisors chief also deploying the software for his new advisory firm.

INVESTING EQUITIES DEC 03, 2014
Americans feeling squeezed in saving for retirement

BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 06, 2014
Schwab launches program to boost diversity in RIA industry

Initiative will help educate advisers about recruiting women, young people and minorities.

NEWS RIAS NOV 05, 2014
Focus Financial teams up with top Chicago RIA

Rudy Adolf's firm has completed 23 RIA and broker lift-out transactions this year.