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Small RIAs delay succession planning during pandemic: DeVoe survey

Confidence has increased among respondents that the next generation can afford to buy firms


Robertson Stephens names Raj Bhattacharyya CEO

He replaces Stuart Katz, who continues as the firm’s CIO


Future of financial planning takes emphasis off the assets

Morningstar conference panel touts niche practices and the personal touch


BlackRock’s Larry Fink worries about corporate culture while working from home

'I don't believe BlackRock will ever be 100% back in the office,' he said at the Morningstar virtual conference


The latest in financial #AdviserTech — September 2020

We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!


From shoulder pads to financial advisers — how the NFL Players Association protects its members from fraudsters

Roughly 2,000 NFL players need the extra layer of financial protection the union's adviser program provides


Strengthen diversity and inclusion by adjusting the hiring process

During interviews, a candidate's true aptitude could be obscured by cultural differences or behavioral norms


Citi hires Merrill exec to head wealth management

David Poole has led Merrill Edge and Merrill Guided Investing


John Galloway to head Vanguard’s stewardship efforts

He succeeds veteran Glenn Booraem, who will continue to serve as a senior adviser for the group


JPMorgan sees productivity decline for staff working from home

Employees' output was particularly affected on Mondays and Fridays, CEO Jamie Dimon told analysts in a private meeting


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