Updated Monday, April 27, 2015 as of 4:40 PM ET
by: Andrew Welsch
April 27, 2015
An advisor's move to HighTower sheds light on an issue that bedevils those making the transition: Whether to risk losing partners -- and possibly clients.
The recruit oversaw $160 million in client assets while at Merrill, according to a UBS spokesman.  more »
After 20 years with UBS, the nearly 40-year industry veteran will now head a Baird branch in the...  more »
By taking a "glass half-empty" approach on the fiduciary issue, regulators are doing investors...  more »
Partner Insights
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.
Advisors on the Move: Morgan Stanley Loses $750M Team
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