Paula Kent Meehan rescinded her 5 million gift to the St John39s Foundation after a change in the regime of the hospital39s administration and rumors of a pending sale
Foundation Brings Rare Suit Over Rescinded Pledge
Jul 23, 2015
Biting the hand that feeds?
Advisor to Ring NYSE Bell on 100th Birthday
Advisor to Ring NYSE Bell on 100th Birthday
Jul 20, 2015
Setting a record | Spencer Platt/Getty Images A 99-year-old financial advisor and holocaust survivor will be the oldest person to ring the bell at the New York Stock Exchange in honor of her 100th birthday Aug. 2. As a teen, Irene Bergman ...
LPL Picks Up $220M Team from Raymond James
LPL Picks Up $220M Team from Raymond James
Jul 14, 2015
LPL Financial recently brought onboard a six-person advisory team with $220 million in client assets from Raymond James Financial Services. ...
Advisory Money in Motion: June 2015
Advisory Money in Motion: June 2015
Jul 13, 2015
...
A man sitting in an aisle of mainframe computers.
'People Are The Weakest Link'
Jul 10, 2015
I did what? | AKodisinghe/iStock/Thinkstock There’s so much chatter about the flood of cybersecurity threats around financial services firms, and the technology that can hold it at bay, it’s easy to forget most lapses are the result of persona...
F-Squared Files for Bankruptcy Protection
F-Squared Files for Bankruptcy Protection
Jul 08, 2015
F-Squared Investments, the beleaguered ETF strategist, filed for Chapter 11 bankruptcy protection Wednesday in the U.S. Bankruptcy Court for the District of Delaware. Broadmeadow Capital, a subsidiary of Cedar Capital, will acquire the...
Head of Lincoln's IBD Steps Down to Lead ProEquities
Head of Lincoln's IBD Steps Down to Lead ProEquities
Jul 08, 2015
Christopher Flint has stepped down from his role as president of Lincoln Financial’s independent broker/dealer arm to serve as ProEquities’ new president and CEO. ProEquities, an independent b/d in Birmingham, Ala., has about 1,000...
Paddling With A Purpose
Paddling With A Purpose
Jul 07, 2015
Do not try this at home. | Photo via The Post Charleston, S.C.-based Don Alderman, an advisor with Wells Fargo Advisors, plans to compete in the Molokai 2 Oahu Paddleboard World Championships in Hawaii on July 26. And he'll do it on his k...
Top 40 Wirehouse Advisors Under 40
Top 40 Wirehouse Advisors Under 40
Jul 06, 2015
Methodology: Advisors on the Top 40 Wirehouse Advisors Under 40 list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets corresponded to retail clients were...
Top Ten Wirehouse Advisors Under 40 in 2015
Jul 06, 2015
METHODOLOGY: Advisors on the Top 40 Wirehouse Advisors Under 40 list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets corresponded to retail clients were...
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