Referrals, client appreciation events and seminars still dominate advisor marketing tactics. And while most firms do not offer automated investment services, they do not see the "robos" as a threat to their business.
Interviews with more than a dozen current and former employees and people close to the firm paint a portrait of a once-thriving partnership now riven by personal and professional rivalries.
First Trust leads in thought leadership, John Harrison named president of Arkadios Capital, and ex-pats rank Singapore as the best country to live and work.
