ANNE B. SHUMADINEfounder and Chairman Firm: Signature Financial Management Age: 68 Years in biz: 17 AUM: over $2 billion Designations, licenses: J.D., Series 65 In the early 1990s, Anne B. Shumadine was working as a tax lawyer in the Norfolk, Va....
James Baber IV has joined the Richmond, Va. office of Janney Montgomery Scott, bringing over $60 million in client assets from Scott & Stringfellow. The broker/dealer also recently expanded its private client group, adding retail offices in...
Financial advisors have too many small accounts, data aggregator PriceMetrix says. More than half of the households in the 15,000 books of business it surveyed had assets of less than $100,000. One problem that emerged from the trend, according to...
We here at Registered Rep. began creating top financial advisor lists back in 2002 we were the first in the industry to publish such lists, as far as we can tell. To the original list of top wirehouse advisors (by assets), we have added top...
Being single has its benefits, or so they say. But are singles better off in retirement? According to a Charles Schwab survey, 53 percent of married Americans and 69 percent of singles believe it's easier to plan for retirement when you're not...
