Everyone seems to want a piece of Michael Kitces, the industry blogger and financial planning research director, and he's very happy to oblige, turning up at conferences, speaking engagements and webinars, stoking his social media presence and...
Dynasty Financial aims to revamp its technology offerings with a new, cloud-based desktop platform initiative spearheaded by the firm’s new chief technology officer...
LPL Financial has named Bill Morrissey as its new managing director of independent advisor services, taking over for Derek Bruton, who stepped down last week due to concerns over his interactions with other employees...
Financial Services Roundtable’s CTO Dan Schutzer walks us through his idea for an online safety deposit box, and if clients can ever, or will ever, completely trust their financial data in the cloud...
Derek Bruton, LPL Financial’s managing director of independent advisor services, has resigned due to concerns about his interactions with other employees, the firm said in a Securities and Exchange Commission filing. ...
Women are still a minority in financial services, despite the industry's efforts to address the gender imbalance. Female advisors make up between 10 and 30 percent of the advisory workforce, according to data collected by Cerulli Associates...
Ric Edelman, the CEO of Edelman Financial Services, was recently chosen as one of the most influential figures in wealth management by the readers of WealthManagement.com. Here he shares his time management techniques, the importance of delegating...
Bob McCann is the CEO of UBS Group Americas. He was recently chosen as one of the most influential figures in wealth management by the readers of WealthManagement.com. Here he shares how he prepares for his week, the first thing he does in...
A $1.2 billion advisor team walked away from Morgan Stanley for Lebenthal Wealth Advisors on Tuesday, saying they wanted to take advantage of an unconflicted service model and more advanced technology. ...
