What Does First Allied’s New Parent Company Look Like?
While Nick Schorsch, head of First Allied’s new parent company, is known for his work in the non-traded REIT space, he’s got even bigger plans for his private equity firm, including buying a mutual fund complex and investment banking and research firms. What can reps expect?
Fading Bull
Our annual compensation survey shows advisors are riding the market rally—so what happens when it ends?
The Future of Wealth? Look to the East
The outlook for the wealth management industry in the U.S. looks tepid, but the Asia-Pacific market is poised for growth in the years ahead, the Boston Consulting Group says.
VIDEO: Bob Rice, Tangent Capital Partners
Bob Rice, managing partner of Tangent Capital Partners and author of the recently released book The Alternative Answer, discusses alternatives: What are they and what are they good for?
Is a Designation Worth It?
Advisors who have professional designations earn more, according to new research by Aite Group presented at the IMCA annual conference in Seattle.
Borzi Hints at Exemptions to DOL Fiduciary Rule
Speaking remotely at the annual Investment Management Consultants Association conference in Seattle, Phyllis Borzi of the Dept. of Labor strongly suggested that the agency will include some exemptions to its proposed fiduciary rule for advisors overseeing retirement accounts.
Charter School Trailblazer: Michael Brown
Michael Brown grew up in the middle-class town of Paramus, N.J., where the high school graduation rate was about 98 percent and taxpayer dollars funded a high-quality public education system.
Hope Amid Uprising: Doug Myers
So in 2009, he and his wife Suzy Burke-Myers, who’s of Egyptian decent, booked a trip. While there, the couple took a side trip to Zagazig, the town where Burke-Myers was born.
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