Jerry Gleeson

Senior Editor ,

Gleeson earned an M.B.A. from the Lubin School of Business at Pace University in 2006, and completed 180 hours of course work in the Certified Financial Planner program.

Posts by Jerry Gleeson

in RIA Rising Jul 25, 2012

CFP's Planned "Handbook" Will Be a Handful

The CFP board plans to release a financial planning handbook next spring....More
in RIA Rising Jul 23, 2012

The "Feelgood Effect" of Financial Planning

Data released today by the CFP Board of Standards and the Consumer Federation of America that suggests households that have financial plans may....More
in RIA Rising Jul 16, 2012

New HighTower Advisor Has Deep Academic Roots

National RIA HighTower recruits The Lerner Group, a Morgan Stanley Smith Barney team with more than $600 million in AUM....More
in RIA Rising Jul 11, 2012

United Capital Deepens Its Recruitment Bench

United Capital Financial Advisers hires three new managers to boost its recruiting efforts....More
in RIA Rising Jul 09, 2012

When FAs and CPAs Bid Adieu

Mariner Wealth Advisors takes a majority stake in the wealth management unit of Orizon Group, an accounting and financial services group....More
in RIA Rising Jul 03, 2012

A Fresh Round in the Ric Edelman-FPA Feud

National financial advisor Ric Edelman takes a swipe at the Financial Planning Association, accusing them of shunting aside his effort to join the....More
in RIA Rising Jul 02, 2012

2 Advisors with VC Cred Leave UBS for HighTower

HighTower, a national RIA, said advisor recruitment has accelerated sharply this year. The firm today said it added two San Diego, Calif.-based UBS....More
in RIA Rising Jun 28, 2012

Women Investors Rate Performance Over Planning

A Schwab Advisor Services poll found HNW women investors rated investment performance as a more important criteria than financial planning services,....More
in RIA Rising Jun 25, 2012

FPA's Auslander On Choosing Between FINRA and SEC

FPA President Paul Auslander thinks the SEC should be given more resources to manage RIA examinations. But congressmen on both sides of the aisle....More
in RIA Rising Jun 20, 2012

It's Never Too Early to Think About Debt

A TD Ameritrade survey finds young Americans between the ages of 13 and 22 are keeping college costs on their radar. It's all in the family—the....More
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