Woodbury Financial selected its new president and CEO from within the ranks, tapping former vice president of and field development Rick Fergesen to lead the firm Monday.
Fergesen takes over the role as president and CEO in charge of leading Woo...
Female investors want to work with someone who understands their needs. And right now, that’s female financial advisors. In a new study, 60 percent of women say they would rather work with a female financial advisor, with that number...
Advisors may be upbeat about the economic outlook, but now is not the time to have in-depth conversations with clients on the economy. According to a new survey by MFS, a significant number of investors remain skeptical about the economy...
LinkedIn may be the bulletin board for financial services firms, but Twitter is where the everyday conversations take place, and the number of followers is often seen as an indication of influence. But is it?
We asked the folks at StatusPeople...
RCS Capital’s purchase of Cetera Financial on Thursday makes the relatively new Schorsch company the industry’s second-largest independent broker/dealer network by headcount.
The Cetera merger brought RCS Capital's advisors headcount on its reta...
Wealthy LGBT investors take a more conservative approach to investing and are less diversified than non-LGBT investors, according to a new study by Spectrem Group. LGBT investors have 15 percent of their assets in stocks and bonds and 13 percent ...
Lately the industry’s been a bit obsessive over “the great wealth transfer” and how advisors can appeal to Next Gen investors. But a new PriceMetrix study shows these clients are not as coveted as previously thought...
