
Sarah Martinson
ReporterSarah Martinson is a reporter for Financial Planning.
Sarah Martinson is a reporter for Financial Planning.
This year's additions to our expanded annual list of CFP Board-registered degree programs.
For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.
If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"
Regional brokerages and firms that assist breakaway advisors have been picking off top talent at the wirehouses.
In the last month, RBC has hired six teams from wirehouses and other regional firms.
The firm and fellow regionals continue to take advantage of hiring cutbacks at wirehouses.
It would be the first fund of its kind from the asset management giant. Plus; other launches.
The regional broker-dealer adds another team to its roster while wirehouses continue to scale back on recruiting.
The loss comes even as the firm has been acquiring new breakaway teams and RIAs.
With these latest additions, the regional firm furthers its Southeast expansion.