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‘Unretirement’ may be viable well into the future, study says
Older workers are at least as productive in younger ones in almost all industries. Financial services is an exception.
Career path, standards less clear in financial advice than in other fields
Professionals in any trade “have a sacred obligation to the client and society as a whole,” Blaine Aikin, founder of Fiduciary Insights, said in the keynote presentation at the InvestmentNews RIA Summit.
Morgan Stanley duo managing $2 billion go indie with LPL
John Gallagher and Mark Levin have opened an office in Marlton, New Jersey
Do right by your employees
When a smaller advisory firm is acquired, it can mean vastly greater career opportunities for the staffers
Shining stars who find the time to help others
Philanthropy delivers multiple benefits, but one of the most important is connecting with people uniquely
Goldman Sachs names new heads of global M&A
Although deal activity has crept up since July, volumes are down almost 40% globally so far this year
Raymond James cutting 500 jobs
The layoffs focus on support staff and will not include financial advisers among the cuts
Schechter names new COO
Alfredo Risi has been named chief operating officer at the Birmingham, Michigan-based boutique wealth advisory firm
An eye on tomorrow
Nominations close Sept. 7 for the sixth annual Women to Watch recognition program
A 40 Under 40 for 2020
The 2020 winners hail from the traditional arenas of RIAs, wirehouses, insurance companies and broker-dealers, but we also from academia, fintech and public relations
Finra adds human resources officer
Rainia Washington becomes the lone African-American executive at the regulator
FPA teams with TD Ameritrade to launch ‘virtual externship’ program
The eight-week program promises to connect financial planning interns with mentors from across the country
Chief operating officers lift advisory firms to the next level
While a COO is often seen as an added expense, having someone in the role can free up the CEO and help the firm grow
Kara Murphy appointed chief investment officer at United Capital
She joins the roster of the few female C-suite executives in the financial advice space
Why Millennials are avoiding financial planning as a career
Despite strong salaries and great public relations calling it a “top career,” millennials avoid financial planning as a career. But why and where are they going?
Developing a career path in the RIA industry
RIAs that want to connect with the younger generation of investors are hiring younger advisers
When Ivy Leaguers hop on the gravy train, it’s by the caboose
For decades, America's Young and Ambitious hewed to a tried and tested regimen. Go to a good college, get an MBA, ideally from Harvard, make your way to Wall Street or get in at the bottom rung of a Fortune 500 company, and then simply let nature take its course.
