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Thinking of leaving a big broker-dealer? Answer these three questions first, recruiter Mark Elzweig writes.

The money manager has been shorting a group of technology stocks, which he’s described as a “bubble basket.”

David Cox is a freelance writer for leading organisations around the world including the BBC, Guardian and the New York Times. He has also featured as a pundit on science and technology for radio and TV programmes on NPR, BBC and Chinese Central Television. In 2017, he completed a PhD at the University of Cambridge.

Dawn-Marie Hutchinson is executive director, Office of the CISO, at Optiv.

Marianna Shafir is corporate counsel and regulatory advisor at Smarsh, where she’s responsible for legal and regulatory affairs worldwide.

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

LifeYield makes it proprietary Taxficient Score available to individual advisors.

Demand for financial advisors is rising in Southern California, so to keep up with the latest trends, Halbert Hargrove engages in a compensation benchmarking study twice year.

As the financial planning industry nears a fee-only, fiduciary world, independent broker-dealers will face some important choices about their future business models.

Find growth by using Maslow's hierarchy of needs to help set compensation policy.