Evan Shear thinks financial advisors lacking a social media presence are fools. Shear, a Raymond James advisor and founding partner of Heathrow, Fla.-based Crossley Shear Wealth Management, uses Facebook, Twitter and LinkedIn to connect to his...
Ameriprise Financial (NYSE: AMP) reported stong growth in the third quarter driven by the advice, wealth management and asset management segments, which account for an increasing portion of its overall business; firm-wide operating net revenue was...
Running a wealth advisory practice is complicated; advisors have to wear multiple hats, put in extra hours and manage more moving parts to stay competitive. So when they devote time to a cause by actually rolling up their sleeves and helping...
Recruiting into the independent broker/dealer channel has not materialized as people thought this year, but new research from Cogent says that may soon change.
