The latest in Financial Advisor research and tools that can help your practice.
WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.
Estate Planning and Tax Attorney Francis W. Dubreuil Joins and Charles H. Packer Named Co-Chair of Expanding DepartmentSAN JOSE, CALIF., April 11, 2011 – Hopkins & Carley, one of Northern California’s leading law firms for businesses and high...
SpringReef Partners will offer clients personalized, unbiased evaluations and recommendations on financial advisor selection and performance. Short Hills, NJ, April 11, 2011 --(PR.com)-- Wealth management industry veteran Doug Black announced...
You’re not likely to find many branch managers like Jim Pekelder these days. He’s a complex director for Wells Fargo Advisors in Omaha, overseeing 31 reps in his own branch, and another 30 spread among a half-dozen smaller offices. Pekelder’s...
Independent broker-dealer Multi-Financial is undergoing a major growth initiative, ramping up its recruiting, wealth management platform capabilities and practice management services, said President and CEO Brett Harrison. Recruiting is already up...
NEW YORK (April 7, 2011) — International law firm McDermott Will & Emery LLP, a leading counselor to private clients worldwide, today announced the expansion of its New York Private Client Group with the addition of premier estate planning...
Littman Krooks LLP has launched a website devoted to the concerns of individuals with special needs-autism, Down syndrome, Cerebral Palsy, Multiple Sclerosis, and a wide array of other disabilities-- www.specialneedsnewyork.com. "We're committed...
LOS ANGELES — April 7, 2011 — Hunton & Williams LLP announces the expansion of its insurance litigation and recovery practice and its California presence with the addition of partner Curtis D. Porterfield and counsel William T. Um in Los...
Wealth management firms are expected to invest heavily in customer relationship management technology (CRM) over the next three years, according to a new report from Aite Group. The new technology would more efficiently store and manage vast...
