The Latest

Jeff Butler is a speaker, author and consultant on attracting millennials as employees and customers.

David Scamehorn is vice president of global data analytics and customer insights at the Radisson Hotel Group.

The RIA adds $600M in AUM with its third acquisition of the year.

Robert Cook’s pay far outshines that of other SRO chiefs.

Sharad Sachdev is a managing director and the analytics lead in Accenture’s Insurance Strategy Practice.

“We are not delaying and we are not changing the standard,” Chairwoman Susan John says of pressure to weaken the board’s tougher guidelines in line with the SEC’s Reg BI.

Firms compete aggressively to recruit advisors like Martin von Känel. The challenge: Keeping them

An otherwise simple strategy has many pitfalls.

Recruitment is ongoing — not a one-time sales pitch.

Real estate, communications, utilities and consumer staples funds have seen the most appetite, with every other sector experiencing outflows.