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Pimco hires a new head of equities

October 30, 2013

Bond giant Pacific Investment Management Co. said Wednesday it has hired Virginie Maisonneuve as the new global head of equities, replacing Neel Kashkari, who left the company at the beginning of the year to pursue a political career. Ms. Maisonneuve...

Women in the advice business

October 29, 2013

Source: 2013 InvestmentNews/Moss Adams Adviser Compensation and Staffing Study.

Think before changing health plan, advisers warn business owners

October 23, 2013

The enrollment period for small businesses seeking coverage via the health insurance exchanges is around the corner, but advisers are warning their small business clients to pause before making changes to their plans. The Affordable Care Act...

5 high-level firm positions commonly held by women - Women at the top

October 23, 2013

The InvestmentNews/Moss Adams Adviser Compensation and Staffing Study captured compensation information for 24 positions employed by independent advisory firms. The following is a snapshot of the results for high-level advisory firm roles commonly...

UBS hires upstate New York father-son adviser team managing $144M

October 23, 2013

UBS Wealth Management Americas said Wednesday that it has hired a team of upstate New York advisers who managed $144 million in assets at Morgan Stanley Wealth Management. The Reinhold Group joined UBS' Buffalo, N.Y., offices Oct. 15, according...

Morgan Stanley hires two adviser teams managing $678M

October 21, 2013

Morgan Stanley Wealth Management has hired two teams of financial advisers who managed $678 million for their clients at Edward Jones and UBS Wealth Management Americas. Ted and Aaron Bowling joined the brokerage's Oklahoma City-area office...

J.P. Morgan adds advisers managing more than $3.9B

October 21, 2013

J.P. Morgan Securities LLC has hired eight advisers around the country who previously managed a total of more than $3.9 billion in assets, the wealth management firm said. In the Northeast, Gerry Aroneo and Ray McLean left Deutsche Bank to join...

What happens to firms as they grow?

October 16, 2013

The landscape of the advisory industry is settled with more large firms that ever before. Over the last ten years, the industry has developed from a majority of solo practitioners to a range of firms with multiple partners and multimillion-dollar...

Money isn't everything ...

October 9, 2013

By Mary Dunlap Well-planned compensation packages can provide the support and make the difference in developing employee career paths and driving business results. When hiring a new employee, what you want this person to do in his or her job...

Making new employees part of the team

October 9, 2013

By Caleb Brown Once business owners make an investment in their organization to hire additional labor, it is in their best interest to ensure the new hire is integrated as quickly as possible. However, when incorporating a new employee into...

Advisors Ahead and Peak Advisor Alliance team up

October 2, 2013

Advisors Ahead and Ron Carson's Peak Advisor Alliance are teaming up to bring coaching and other resources to aspiring financial advisers. The partnership will target college students and recent college graduates, and the firms involved say...

Confessions of a liaison between advisers and clients

September 30, 2013

Who am I? My name is Maureen Doyle. I recently graduated from Illinois State University with a major in finance and minor in financial planning. I was one of the fortunate who found a job post-graduation and started in June at Huber Financial...

Wells Fargo Advisors lands $1B team

September 30, 2013

Wells Fargo Advisors LLC has landed a New York-area team of financial advisers who manage more than $1 billion in assets, a spokeswoman for the wirehouse said Monday. The Alpert Group joined Wells Fargo in Woodbury, N.Y., on Sept. 27 after leaving...

Honoring the firms with the best practices

September 25, 2013

InvestmentNews today announced the winners of the first annual Best Practices awards, acknowledging 24 advisory firms in two categories, human capital management and technology. Award winners were honored at a best practices workshop in Chicago....

Young people want to learn. Let them.

September 22, 2013

The advice industry is in a funk. Sure, stock market gains and an improving housing market have helped client portfolios recover nicely from their financial crisis setbacks, so assets under management and advisement are growing strongly. That...

Merrill Lynch, UBS lure new advisers managing $850M

September 9, 2013

Adding to the upheaval at major brokerages, Bank of America Merrill Lynch and UBS Wealth Management Americas have scored four high-performing advisers from other firms. Merrill Lynch is adding advisers who previously managed more than $500 million...

Marketing chief Asnes leaves Envestnet, launches own firm

September 6, 2013

Marion Asnes, marketing chief at Envestnet Inc., has left the firm, launching her own consulting practice, Idea Refinery LLC. At her new venture, Ms. Asnes will specialize in strategic messaging, content generation and marketing. She is currently...

LPL's paradox: Cut costs and outsource for growth

September 1, 2013

Two separate moves last week — one that involved shuttering a new business and the other job outsourcing — highlight the challenge facing LPL Financial LLC as it pushes to drive growth and contain costs. That seemingly paradoxical challenge...

Thinking transition: Six technology questions all advisers should ask

July 26, 2013

When an advisor is considering a transition and comparing offers from multiple firms “technology” is often cited as a deciding factor and for good reason. A technology migration can often be one of the most time consuming portions of a move....

Small advisory firms could qualify for 50% tax credit on 2014 health care costs

July 25, 2013

Small financial advisory firms looking to provide medical insurance to their employees will have new options for next year, including public small-business exchanges set up by the Patient Protection and Affordable Care Act. Companies with fewer...

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