A San Diego wealth management firm has launched a separate practice group staffed by women and targeted at women, specifically high-net-worth women over 45 who own their own businesses, are going through a divorce or have become widows.
The Pagnato-Karp Group, with $1.2 billion in assets, likens HighTower’s model to those that have leveled the proverbial playing fields in other industries.
A recent bill that surfaced in California may result in some independent contractors being reclassified as employees. Could the IBD model be under threat?
Bob McCann is ready to declare a small victory in the UBS turnaround story, but he's still got a long road ahead. He gives the firm's financial advisors much of the credit.
The Investment Program Association, an advocacy group for direct investing, has hired David Maccarella as director of education. Maccarella was previously with Thomson Reuters, developing online client training courses in the financial services...
