Industry

The average person checks their phone every 6.5 minutes, according to a recent study by Nokia, and with dozens of apps on the average smartphone, it’s certainly easy to spend your days distracted by Angry Birds and Instagram. Financial advisors, however, pinpoint these smartphone apps as essential in helping to make their businesses and lives more efficient. …

Update -- Andrew McMenigall and Toby Wallace, two executives at Aberdeen Asset Management Plc, were killed in a traffic accident while taking part in a charity bicycle ride across Britain.

St. Louis-based Buckingham Asset Management has added JWA Financial Group of Dallas in its latest acquisition.

When wirehouse brokers consider shifting to independence, they need to weigh a lot of factors and ask a lot of questions. John Stuart and Mag Black-Scott of Beverly Hills Wealth Management provide 11 questions that should be top of mind before making the move.

With choices like Salesforce, Junxure, Redtail and more available in the marketplace, selecting the right CRM can be difficult. Dave Grant weighed a lot of options and considered many factors when he made his decision.

Aberdeen Asset Management is mourning the loss of Andrew McMenigall, a senior investment manager in the global equity team based in Edinburgh, Scotland and Toby Wallace, a senior relationship manager in its Philadelphia office, who were yesterday involved in a fatal cycling accident in Cornwall, England.

Independence is more than just a transition; it’s a transformation, an opportunity to own what you’ve created and a legacy you can pass on. Shirl Penney of Dynasty Financial offers his roadmap to RIAs and breakaway brokers.

A trio of advisors from Wells Fargo, RBC and Morgan Stanley have joined Stifel.

Acquisitions are on the mind ofJeff Montgomery, who took over the helm of AFAM Capital at the height of the financial crisis in 2008.

Just days after luring another Morgan Stanley advisor, Stifel announced the hiring of longtime Morgan Stanley veteran Richard Linnihan.