Succession Planning Problem: Who Takes Over?
Who will take over the practice when you retire?
More in Career Moves
A former Stifel advisor joins Janney Montgomery Scott's private client group. more »
Robert Benmosche, who is stepping down this weekend after five years as CEO of American International Group’s chief executive, said he learned in May that he had nine months to a year to live. more »
Firm switches to LPL to help it attract "overlooked" wirehouse advisors with $250,000 or more in revenues. more »
HighTower has recruited newly formed 401(k) practice Fiduciary Plan Advisors to its network platform. more »
Deutsche Bank has hired two executives to oversee technology and operations. more »
Shane Hiller, who joined Umpqua a year ago to build the bank's high-net-worth business in San Francisco, rejoined his former employer as director and private banker. more »
A former Merrill Lynch advisor has joined Abbot Downing, a unit of Wells Fargo that serves ultra-wealthy clients. more »
RBC Wealth Management-U.S. announced Friday that it has recruited Roger Rath from Janney Montgomery Scott as a senior vice president and financial advisor for its Annapolis, Md., office. more »
A former Morgan Stanley executive with 30 years of experience has signed on with Ziegler’s wealth management division as its new senior managing director. more »
Securities America picks up a team with $120 million in client assets while a Focus partner firm brings in a wealth manager with $150 million in AUM. Here's a roundup of some of the most recent moves among independent financial advisors. more »
Deutsche Bank hired James Dilworth, chief executive officer of Allianz Global Investors Europe, to lead management of active assets. more »
Baird has appointed a director for its Houston market and has picked up another advisor with $350 million in client assets. more »
Securities America will acquire assets of a Missouri-based full-service broker-dealer with 368 advisors and $2.4 billion in client assets. more »
The August Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 9, 2014 |

September 17, 2014 |

September 17, 2014 | Chicago, IL

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here