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'It's a landscape-changer for Lebenthal,' says one industry consultant. 'A team with a book like that can write their own ticket, and if they're successful at Lebenthal, they can attract other big teams.'
March 26 -
Errors and omissions insurance premiums are rising. A proposed fiduciary standard for advisors would drive the cost up further, according to insurance specialists.
March 26 -
The age of the startup megadeal is dawning.
March 25 -
Firms in the self-serve channel that can "combine delivery mechanisms" will be a "smart bet" going forward," predicts Tiburon managing partner Chip Roame.
March 25 -
Almost two months after a court order, the CFP Board has failed to produce the required documents, Florida planners say.
March 25 -
Advisors, even top producers, get fired more often than you think. Recruiter Danny Sarch explains the pitfalls to avoid.
March 24 -
The Washington, D.C., area firm hopes its six-member board will help it better understand and serve female clients.
March 20 -
Raymond James is recruiting the industry's top talent at the expense of the wirehouses.
March 20 -
Advisors are facing 'the most aggressive regulatory environment I have ever seen,' a securities lawyer tells RIAs at a Fidelity conference this week.
March 20 -
Wells Fargo is adding Bob Vorlop and Joe Nadreau to its executive, according to Mary Mack, president of Wells Fargo Advisors.
March 19


