Lavanya Nair
Lavanya Nair is a reporter for Financial Planning. Follow her on Twitter: @Lavi4Life
Lavanya Nair is a reporter for Financial Planning. Follow her on Twitter: @Lavi4Life
Many advisory firms are not reaching their full potential. What’s holding them back?
The regional BD has approximately 1,800 advisors.
The advisors are the latest in a string to jump from a wirehouse to a regional BD.
As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.
As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.
The advisors are the newest additions to the firm’s expanding brokerage ranks.
The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.
These 10 leaders have a lot to say about how women have advanced in the industry over the years.
The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals.
The recruits joined from Merrill Lynch, Wells Fargo Advisors, SunTrust and Snowden Lane Partners.