Updated Tuesday, August 4, 2015 as of 10:27 PM ET
August 3, 2015
Barclays advisors overseeing $3 billion recently went independent with Dynasty. But that wasn't the only big move; Merrill recruited multiple teams managing more than $2.5 billion. See these and other moves in our latest roundup.
While the group moves between wirehouses, Morgan picks up more recruits from Barclays.  more »
Michael Shaw, who left the board amid turmoil over its disciplinary process, could end up working...  more »
Advisors should ask their clients these questions each year to make sure their estate plans are...  more »
Women: The financial planning industry needs you! The Bureau of Labor Statistics calls financial advisor one of the fastest growing job categories in the next 10 years, but only about one-third of advisors are women. The Women Advisor Forum is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
The August Issue is now online!


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