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Looking for that next career opportunity has changed. Long gone are the days of paper resumes. Today, you need to be innovative in order to be seen.
February 4
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Stifel Financial Corp. Chief Executive Officer Ron Kruszewski paused in mid-sentence and asked an employee for the list, a chart showing in red which of the St. Louis-based firms rivals have closed or sold out...
February 1 -
Stadion Money Management has found itself a new distribution partner.
February 1 -
A new addition has helped Focus Financial Partners, the largest partnership of independent wealth management firms, further develop its New York presence.
February 1 -
Merrill Lynch financial advisor Goran Bojovski, number 14 on the Top 40 Under 40 list, says that focusing on corporate retirement plans helps him serve a range of clients.
February 1 -
Senior editor Ann Marsh wrote that more new RIAs were hanging onto commission income rather than choosing a pure fiduciary role. Investment advisor Tom Brakke weighed in on Twitter: I wanna be called an RIA but I sure like that commission income. Whats your opinion? Weigh in with your comments below.
February 1
Financial Planning -
Jeff Knight, who previously led Putnam Investments Global Asset Allocation investment unit, which manages specialized multi-asset class portfolios for retail and institutional clients, has left the firm to pursue other opportunities, according to the firm.
February 1 -
Firms are partnering with their advisors to help mid-market business owner clients retire.
February 1 -
Bandon Capital Management has hired Whitney Dow as Managing Director, responsible for spearheading the firms marketing and relationship management efforts.
January 31 -
Classic investment style boxes are out and themes are in, Burt White, LPL Financials managing director of research, told advisors.
January 31
