Michelle Zhou is an editorial intern with SourceMedia's Investment Adviser Group.
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The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.
June 28 -
Less than one-third of the community say they're working with an advisor, according to a Prudential Financial survey.
June 24 -
The brokerage firm promoted one of its own to replace a retiring senior vice president, while picking up two branch managers from rival firms.
June 22 -
Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients.
June 17 -
With competition to RIAs increasing, the financial services giant will promote the value of independent advice.
June 16 -
Demand for ETFs soars; costs dominate adviser concerns, plus other key trends in portfolio management.
June 15 -
Mutual funds are falling out of favor as planners embrace passive investing, according to a survey.
June 12 -
The recruit was overseeing 100 advisers responsible for $15 billion in client assets before joining the breakaway firm.
June 7 -
The wirehouse's latest recruit generated about $1.9 million in production.
June 6
