The new team, which hails from Essex Financial Services Inc., will double Northstar's assets to nearly $2 billion.
Or, how to overcome the five biggest hurdles to succession planning
A different kind of role — but one that provides a more graceful transition
Most financial advisers are not moving: the number of them switching firms dropped more than 37% during the first half of the year. What's causing this trend? <b>Also:</b> <a href="http://www.investmentnews.com/gallery/20130701/FREE/701009999/PH">Who won, who lost in the moving wars</a>
Splitting or combining assets is the key decision but it can get complicated.
Learning, opportunity and networking are keys to keeping younger workers.
Search firm aims to help advisers cover the basics so they won't have to.
Sponsoring coaching and mentoring programs specifically for women; plenty more to do
Agreement with Live Oak to help clients finance mergers and acquisitions.
Job descriptions for typical entry-level advisory positions require individual inspection
Helpline offers information, second opinions, sympathetic ear but not advice.
Firms using popular site to uncover potential hires; also a way to track down possible successors
Retirement can be a difficult transition, but advisers can stay involved in their business
Since the dark days five years ago when Lehman failed and Merrill sold its brokers to Bank of America, advisers and financial markets have recovered but clients remain scarred and nervous, worried about a repeat. What are the chances?
Dan Levin's radio show is called “Investment Talk,” but since last September, he hasn't had a license to sell investments as a broker. And he's not licensed to give investment advice as an adviser. What gives?
Attrition, retirement combine to keep reducing the number of active advisers. Is there fresh blood set to be injected into the workforce, or will this reduction continue?
