It seems like a day doesn’t go by without hearing about another independent broker/dealer blowing up, merging, or getting bought out by a bigger fish. Consolidation is the name of the game these days in the IBD channel; I asked Jeffrey Spears...
“Women’s initiatives” have become the industry’s hot dot of the moment, but most firms are missing the mark: With women, one size does not fit all.
Several months after announcing plans to launch an ambitious national RIA consortium, Steve Lockshin is clearing his calendar to make it happen.
Lockshin (right) has stepped down as chief executive of the RIA he helped form, Convergent Wealth Ad...
The three largest donor advised fund administrators saw average contribution growth of 77 percent between 2010 and 2011. But overall giving in the nation grew at a sluggish pace.
A recent study by Compensation Strategies, Inc., identifies the most important strategies for clients who wish to take advantage of the current federal gift tax exemption
