Donna M. Mitchell

A new executive at JHS Capital looks to expand into South Carolina, plus more people on the move for the week.

Despite the hire, recruiters say the firm has an uphill climb to lure others.

Investment head at BlackRock say the chances of a double-dip recession are low, despite concerns from investors.

Sixty-five percent of respondents said they are more concerned about their finances today than they were at the beginning of the financial crisis.

The Certified Financial Planner Board of Standards celebrates its 25th anniversary on this coming Saturday. As it gets ready to celebrate, it is trumpeting an incredible achievement: There are now 125,000 certified financial planners in 23 countries.

Mark H. Kordes, who had led wealth planning services in the U.S. for UBS, left the firm last week, company officials confirmed Tuesday.

A new analyst at Aite, a series of hirings at Wells Fargo Advisors, and more executive changes.

In the perennial debate over active versus passive investing, FundQuest calls a draw.

While using technology, advisors expect aggressive growth over the next five years, according to a Schwab study.

The Advisor Confidence Index rose 3% to 104.29 last month. Three of the four components in the index improved in June. The six-month economic outlook rose 5.37%; the 12-month outlook increased 2%; and the stock market outlook rose 6.41%. The current economic outlook, however, dropped 1.12%.

Just as the alternative energy industry will most likely provide lucrative investment opportunities, so will the overseas markets in the coming years, which is why Fidelity Investments is positioning its 20-year-old environmental energy mutual fund right at the crossroads of those two businesses.

A new leader at RiverPark Capital, ramping up at BNY Mellon Wealth Management, and more executive changes for the week.

Plan managers hope lower prices lure back savers who are savvier — and more wary — of fees.

According to Cerulli, net inflows rose 1.1%, as nervousness sidelined some investors.

Despite the controversy in the Gulf, the energy company remains an attractive holding, according to Cliff Hoover, and conforms to DWS Investments' two-part philosophy of buying international companies with solid long-term growth potential, even if they are under short-term pressure.

A new leader at HighMark Capital Management, ramping up at Citi Private Bank, and more executive changes for the week.

Now that custodians like Schwab Advisor Services will have to report the same information directly to the Internal Revenue Service, Schwab is taking steps to ensure that they and their advisor clients move in lock step with each other to avoid running afoul of the IRS’s new rules.

A focus on research at First Allied, Citi expands its private bank in New York, Dallas and Washington, and the Insured Retirement Institute adds five seats to its board.

Registered investment advisor firms need more capacity to handle client demand for professional financial planning advice. That aligns with the recent trend of wirehouse brokers getting fed up with that channel and considering doing business in the independent channel instead.

The Senate has the advantage in conference committee, but advocates have allies there, too.