Securities America Inc. has picked up Verus Capital Partners LLC, a Scottsdale, Ariz., firm with $225 million in assets and 20 advisers.
Clients know that it is necessary to buy homeowners insurance and car insurance, but too many leave it at that
Advisers continue to be on the move as the industry consolidates and repositions itself for a new era. While many advisers are choosing independence, more are making the less daunting move to another firm within the same channel
Financial advisers here at the Schwab IMPACT conference in Boston today had access to two of the most influential technology minds on the planet: Facebook co-founder Chris Hughes and Twitter co-founder Biz Stone. Two quick hits that stood out.
Escalating medical costs and increased expenses associated with the health care reform law are driving double-digit increases in health insurance premiums at many financial advisory firms
“I thought Twitter was something Brett Favre uses to pick up women.”
Cold calling, as a method for bringing in new accounts, appears to be live and well.
Envestnet Inc., a Chicago company that provides Web-based services for financial advisers, expects to raise more than $31 million in net proceeds this week in an initial public offering.
Companies look for chief technology officers with experience in outsourcing, shared services
Here's a common refrain I've heard from advisers over the past two years: “It is a shame I couldn't better account for the economy in adjusting my clients' portfolios”
University of Pennsylvania defensive back Josh Powers may have a better opportunity than playing for college football's national championship: a six- figure Wall Street salary upon graduation.
Robert P. Gehring, a 39-year veteran of the commercial banking industry, has taken over as head of the credit risk unit at Wilmington Trust Corp.
It's been at least two years since the financial system went into a tailspin, but financial adviser Mark Donohue of RBC Wealth Management is still working six days a week, often out on the road visiting clients to make sure they know he doesn't take them for granted
Revenue increased for a healthy majority of financial advisers over the past 12 months, according to <i>InvestmentNews</i>' 2010 Industry Attitudes survey — a clear bounce-back from 2009, when calamitous market conditions struck panic among investors and advisers alike
More than 800 financial advisers weighed in on their practices, the economy and regulation in our annual special report.
