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Bianca Flowers

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Topic

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.

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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.

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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.

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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.

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Vanguard files for ‘ultra’ short-term bond fund

Offering will restrict maturity of holdings to one year.

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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

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CRM startup Wealthbox earns financial backing from serial entrepreneur Steve Lockshin

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

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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.

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Schwab launches program to boost diversity in RIA industry

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

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Focus Financial teams up with top Chicago RIA

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