Capital One Sharebuilder rebranded on Monday as Capital One Investing, merging its online brokerage and advisory practice divisions. Yvette Butler will manage the new business, which will include a new team of advisors and the upcoming launch...
When I launched Serenity Financial Consulting in 2012, I offered financial planning on an hourly basis and investment management on an AUM basis. Those were the only service options, and I succeeded in working with a very specific kind of client...
Businesses make better decisions when women are involved and, even in the U.S., there needs to be more efforts to promote women into leadership positions, according to former Secretary of State Madeleine Albright.
“It makes for better business...
WealthManagement.com caught up with Alan Moore, co-founder of the XY Planning Network, at the 2015 Pershing INSITE conference in Orlando. Alan outlines the challenges and successes that younger advisors are facing as they build their business...
The financial services industry needs to accept the reality of the Department of Labor's fiduciary proposal and move onto figuring out how to live with it, advisors and industry trade associations said in candid comments at Pershing's INSITE 2015...
Jim Crowley, chief relationship officer and a managing director for Pershing, spoke with WealthManagement.com at the 2015 Pershing INSITE conference in Orlando. Looking at trends within the industry, Crowley recommends commonsense solutions t...
Advisors should be concerned about robo-advisor platforms, Pershing Advisor Solutions CEO Mark Tibergien told WealthManagement.com. The digital advice platforms have the threat of “disintermediating their business and doing it at a lower cost,” T...
Former head of the Federal Reserve, Ben Bernanke, on Thursday said advisors’ services are not only critical to helping investors, but also to a healthy economy.
“Helping people meet their life goals financially is very important. Many people ...
