Creating Your A-Team
Working in teams improves efficiency for financial advisors. There are all kinds of team models, but a few basic rules can help set you on the right path.
60 Seconds Oct. 2010: David Canter
Executive vice president at Fidelity Institutional Wealth Services and head of Fidelity's Practice Management and Consulting organization.
Comings & Goings: October 2010
Cetera Financial Group, the independent broker/dealer group, hired Alex Kaye as vice president, and Kian Rafia joins as director of advisory products. Kaye spent the last three-plus years with Wilshire Associates as senior portfolio manager, vice ...
End Recession. Cue Long, Slow Recovery.
The recession is so 2009. No, seriously. The recession ended in June 2009, 18 months after it began in December 2007, according to The Business Cycle Dating Committee of the National Bureau of Economic Research. But the eight economists who make up the ...
Comings & Goings Sep. 2010
Simple Alternatives, an alternative mutual fund provider in New Canaan, CT, hired Josh Kernan. Kernan is the former director of alternative investments and managed at accounts for Charles Schwab. Putnam Investments named Dr. W. Van Harlow, director, ...
A Millionaire Comeback
The number of millionaires in the country's top ten metropolitan areas increased 17.5 percent in 2009.
