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Advisor headcount reached 2,160 advisors for the first quarter, up a net 43 from the year-ago period.
May 1
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One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.
May 1
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As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.
May 1
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The changes follow a challenging first quarter for the firm’s wealth management operations.
May 1
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As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.
May 1
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Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.
May 1
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The firm said earlier this year that it would deepen cost cuts.
May 1
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A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.
April 30
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Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.
April 30
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The advisors are the newest additions to the firm’s expanding brokerage ranks.
April 30
