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  • Aug 21, 2014
    blog

    Number of Women Advisors on the Rise, Especially at Banks 1

    The number of women in financial services is growing, but banks are leading the way. Women now represent 11.5 percent of all financial advisors, but make up 33.3 percent of advisors working at banks....More
  • Aug 21, 2014
    blog

    RIAs Gaining Ground, But Wires More Productive

    RIAs may be the fastest growing channel, but despite the recent billion-dollar breakaway teams going independent, wirehouse advisors are still more productive....More
  • Aug 18, 2014
    blog

    The Blotter Report: Dirty Rotten Liars

    A self-titled financial coach is in trouble over some shady financial advice while a Missouri who took off over his con starting unraveling takes a plea deal....More
  • Aug 12, 2014
    blog

    Advisors Risk of Being Replaced by Robots

    There’s a 58 percent chance that financial advisors will be “bot-sourced,” that their jobs will be replaced by a robot or computer, according to a recent Oxford study....More
  • Aug 12, 2014
    blog

    Ron Carson Says Stop Scoffing at Robos and Start Leveraging Tech

    Advisors who don’t think the so-called “robo-advisors” will become a threat are in for a rude awakening, according to Ron Carson...More
  • Aug 8, 2014
    blog

    Recent Grads Gain Stronger Link to CFP

    Recent financial planning graduates of CFP-Board registered programs can now call themselves “CFP candidates,” strengthening their tie to the designation with both potential employers and clients....More
  • Aug 5, 2014
    blog

    FSI Taps Antoniades to Replace Brown on Board

    The Financial Services Institute elected Cetera Financial Group President Adam Antoniades to serve as vice chair on its board of directors, replacing outgoing Valerie Brown following her departure from Cetera....More
  • Aug 5, 2014
    blog

    AmEx Developer to Tackle Wells Fargo Digital Strategy

    Wells Fargo Advisors brought on the force behind the user experience at AmercianExpress.com to head up the brokerage’s digital strategy....More
  • Aug 4, 2014
    blog

    The Drivers of Growth

    Sustainable growth advisory firms don’t rely solely on referrals; they are advanced in their marketing and business development efforts, according to a new report by FA Insight...More
  • Aug 4, 2014
    blog

    United Bank FAs Partner with Dynasty to Launch Mich.-Based RIA

    Four former United Bank & Trust advisors partnered with Dynasty Financial to launch Arbor Trust Wealth Advisors on Monday....More
  • Jul 31, 2014
    blog

    Blotter Report: The Deathdealer

    A Los Angeles broker will pay for his role in bringing a whole new meaning to the phrase “death benefits.”...More
  • Jul 30, 2014
    blog

    Fixated on Volatility

    Market volatility is top-of-mind for both investors and their financial advisors as everyone carefully watches the market ups and downs....More

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