The Investment Adviser Association, the advocacy group for investment advisors, has named Karen Barr to replace David Tittsworth as president and CEO. Tittsworth, who has been with the organization since 1996, is retiring. Barr will take over her...
Out of the 2,325 billionaires spread throughout the world today, the U.S. remains the country with the largest number of these ultra-high-net-worth individuals, according to the 2014 Billionaire Census published by Wealth X and UBS...
Washington Wealth Management lured away a $220 million team from RBC Wealth Management on Wednesday. The financial advisor duo will affiliate with the San Diego-based hybrid RIA as a stand-alone practice based in Salt Lake City, Utah.
Craig Mart...
As part of a two-part series in 1979, Registered Representative ran a feature “You are What You Wear.” A key to success in the business, building a suitable wardrobe depends on occupation, geography, climate, economy, versatility and...
As the summer winds down, WealthMangement.com asked advisors for some of the best books they’ve been taking with them on those trips to the beach or on family vacations. ...
