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Schade replaces the San Francisco firm's co-founder and chief executive, Brodie Cobb, who suffered serious injuries in a bicycle accident last year.
Expansion-minded Savant Capital Management has bolstered its presence in the vibrant Chicago metropolitan market, acquiring Paragon Advisors, a $150 million firm in Naperville, Ill.
Looking to expand your team and boost performance? Executive search veterans Kathy Freeman Godfrey and Jeff Warren have a few suggestions.
The convicted Ponzi schemer, now serving a 150-year prison sentence, says in an interview with MarketWatch that his defrauded clients should have probed more.
Exclusive: In the wake of its CEO's bike crash, a series of changes at San Francisco's Presidio Group has put expansion plans on hold and left the firm working to rechart its course.
The fast-growing Kansas-based advisory firm with national ambitions has planted its flag in New York City, signing on RR Advisory Group.
Although many in the industry consider Dynasty and HighTower rivals for the allegiance of breakaway teams and independent RIAs, CEO Shirl Penney says Dynasty “doesn’t run into [HighTower] as much as you may think.”
A growing number of firms are bringing on COOs & CFOs -- and looking outside the industry for help.
The CFA Institute, along with Maria Hartwig, an associate professor of psychology at the John Jay College of Criminal Justice in New York, are working on techniques to help financial professionals improve their ability to detect deception.
Keith Morris, managing director of Conshohocken, Pa.-based Morris Capital Management Group,has left Wells Fargo to affiliate with Raymond James Financial Services.
Two Florida advisors have been charged with defrauding their clients, including many retirees, in an offshore fraud scam.
Women have larger client accounts and price more consistently, according to a new study from Pricemetrix
Spurred by the brisk stream of breakaway brokers, HighTower has doubled its recruiting team and lured two new partnership teams: Andriole Group and Klein Wealth Management.
Three deal-tested wealth management firms offered advice to planners at Schwab Advisor Services' annual Impact conference.
It looks like the CFP Board of Standards isn’t getting into the business of becoming a continuing education program provider -- at least for now.
It’s all about the story – if you want to attract and retain more women clients an advisor consultant told attendees at the Schwab Impact conference.
Wealth management firms seeking to recruit new advisors need to first develop a clear business strategy, executives tell attendees at Schwab Impact conference.
Demand is high for experienced executives across all channels. While advisor migration to independent RIAs remains the dominant trend, large wirehouse and bank players are also very much in the game for talent.
The new model has to be able to serve clients "any time, any place and anyhow," said Bernie Clark, the head of Schwab Advisor Services at the financial service giant's annual Impact conference in Washington, D.C.
Banyan Partners,the $4.3 billion Palm Beach Gardens, Fla.-based RIA, wants to hit $10 billion in assets in the next three years, establish a national brand and secure significant wallet share in both the high-net-worth and multifamily office markets.