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
Three of the four new hires have more than 20 years of industry experience.
The fast-growing firm positions the promotions as part of a cultural shift toward greater inclusion.
Name changes are coming to 94 of the firm’s long-term mutual funds.
By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.
The newest recruits are indicative of the firm's hiring push.
Advisors and trade groups resist a patchwork of regulations, saying it would limit consumer choice and increase firms’ expenses.
Jon Dayton left Merrill Lynch where he had worked for 19 years.
Jamie Grupe will be teaming with veteran Ameriprise advisor Steve Kinney.
The losing firms? Morgan Stanley and Wells Fargo.
As clients live longer, advisor firms’ planning strategies are shifting to accommodate.