Industry

Most advisors segment their clients books, but few do so systematically, according to a Schwab practice management expert.

It is one thing for investment fund providers to talk about the expanding number of investment opportunities overseas. When a heavy hitter like BlackRock’s iShares appoints a strategist to cover foreign markets, however, it says the industry has developed a solid worldview on investing.

Phantom stock unit plans may be the answer for principals who want to retain key advisors without losing control of the business.

Barclays Wealth announced Wednesday that it hired a former Deutsche Bank executive to run its Washington, D.C. office.

The hiring is part of J.P. Morgan Asset Management's plan to expand its global insurance solutions group

AIG chief acknowledges condition but says he will continue normal workload.

Recruiter Rick Rummage discusses how to avoid getting stuck without client information and proof of production if you get fired.

Speakers at Source Media’s Women Advisors Forum in Boston discuss winning practice management techniques.

Former AIG chairman and CEO held liable for two allegedly fraudulent reinsurance transactions.

Janus Capital has named George S. Batejan as senior vice president, global head of technology and operations, reporting to Janus Chief Executive Officer Dick Weil.