Kylie Hennagin

The Retirement Income Industry Association has released the first of a series of surveys to find out what it takes to become a top retirement income advisors.

Chaisson joins the boutique wealth manager after spending 19 years at Smith Barney, Bank of America and Fidelity Investments.

Social media and technology usage has increased among ultra-high-net-worth and millionaire investors, according to a new Spectrem Group report.

Financial Services Institute, the advocacy organization for independent financial services firms and independent financial advisors, has tacked on more than 2,500 advisor members with the addition of NEXT Financial Group, Transamerica Financial Advisors and The Strategic Financial Alliance as first-year members.

Industry veteran John Sullivan is joining Dynasty Financial Services as senior vice president, RIA and Transition Services.

Dowling & Yahnke has announced that Michael Brown will join the firm as senior portfolio manager.

Airgead Clann, a California independent investment advisor, announced they will proceed with a FINRA arbitration against Charles Schwab regarding the abrupt termination of their investment manager service agreement in October.

Fidelity survey finds that wealthy investors are especially upbeat about consumer confidence and spending right now but still remain very concerned about real estate prices.

Two financial advisors, Matt Browning and Monica Bacon-Proctor, have been added to independent broker-dealer Securities America’s base of registered representatives.

Beverly Hills Wealth Management, a wealth management firm serving high-net-worth individuals, families and businesses, announced the hiring of a new marketing director and the launch of its new Public Agency Financial Advisory division.

Janney Montgomery Scott has selected VestmarkONE to expand its managed account capabilities while providing enhanced operational efficiency.

Transamerica retirement survey finds that unemployed and underemployed Americans face an uphill battle to recoup the assets they’ll need for retirement.

Wealth management firm Glenmede hired Larry Hatch as director of its Cleveland office, the firm’s only office in Ohio.

“The relationship with Orizon will allow us to provide focused, innovative wealth solutions to clients in an increasingly diverse geographic area, which is something our clients have been requesting," said Martin C. Bicknell, Mariner's CEO.

New York Life says its Guaranteed Future Income Annuity product has garnered more than $500 million in premiums in less than a year.

Wealth managers are making alternative investments more of a priority to meet the expectations of their clients and help grow total assets under management.

Despite a global economic slump, investor confidence in June rose to its highest level of the year, according to the State Street Global Investor Confidence Index.

“The past few years of market volatility have demonstrated the importance of guaranteed income in retirement,” said Alison Salka, LIMRA corporate vice president and director of retirement research,

Brandon Williams will focus on leading and expanding the TD Wealth business in the U.S. franchises as well as come up with new strategies and platforms to meet U.S. high net worth clients’ needs.

To expand its advisory trust services, BOK Financial announced it hired Rosemary Hueser as vice president, manager of advisory trust services.