The Latest

Chris Cavanaugh is a freelance writer and editor based in Ossining, NY.

Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

There’s no playbook, but there is common sense, says XY Planning co-founder Alan Moore.

Scott Hodgins specializes in system selections and contract negotiations at Cornerstone Advisors. His prior experience includes national bank examiner for the U.S. Comptroller of the Currency and community bank market manager at Sheshunoff Information Services.

In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.

After a busy month nabbing talent from Wells Fargo, Raymond James picks up a team from Stifel.

The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.

Targeting lower durations is possible with these securities amid rising rates.

An exit from the European Union doesn't necessarily require immediately pulling out from the U.K. bond market.