Author of books on happiness joins LPL's broker-dealer and hybrid RIA platforms.
Ten years ago, Eduardo J. Ramos started Freedom Advisory, one of just a handful of fee-only RIAs in Puerto Rico.
Older people account for a rising share of entrepreneurs, but should assess their financial situation before jumping in.
Boutique firm has recruited eight financial advisers in the past two months, including four from Merrill Lynch.
The former wealth management executive now running robo adviser Ellevest says women need to invest as much as men do.
Jon DuPrau and Caspar Tudor join the team in Los Angeles, Calif.
Plancorp looks beyond financial degrees to recruit females with broad experience.
James M. Aid is the first financial adviser hired at RBC's Nashville office.
Blake Pokley is the first college graduate hired by LJPR Financial Advisers in 10 years.
She joins the roster of the few female C-suite executives in the financial advice space
