Mark started with us as a reporter at our sister publication 'Financial Week' in 2005 and rose to become Associated Publisher (in 2013) and then Managing Director (2018) of InvestmentNews. In 2020 he moved on to become Managing Director at ECHELON Partners, and in 2021 Managing Director, Wealth Management, at Informa Connect. He Tweets at: @brunz99 and you can also connect with him on LinkedIn.
Roughly four years after Genworth Financial Wealth Management acquired Quantuvis Consulting, the practice management consultant's CEO - Stephanie Bogan - is departing.
The profound demographic trend that is boosting demand for investment advice — the millions of baby boomers retiring or planning their retirement — also is threatening the financial advisory sector with a talent shortage.
Advisers looking to learn how to build a more profitable practice can now participate in the 2012…
Since InvestmentNews announced the launch of our Next Generation of Financial Advisers initiative, I have had a number of conversations about internships and how different types of advisory firms and brokerages actually use interns.
What financial advisers need to know about attracting - and retaining - female clients.
According to a plan being hatched by the overseers of the bankrupt MF Global Holdings Ltd., three of its highest-ranking executives would receive big bonuses to help with the process of winding down the firm.
