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Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

The newcomer from UBS will help oversee a unit that has grown to just over 3,000 advisers.

John K.S. Wilson is the head of corporate governance, engagement and research at Cornerstone Capital Group. Prior to Cornerstone, he was the director of corporate governance at TIAA-CREF and the director of socially responsible investing at the Christian Brothers Investment Services. He is also an adjunct assistant professor at the Columbia University Graduate School of Business.

Three firms have fired the broker, whose former clients have won $494,000 in settlements.

As Dolphin’s chief strategy officer, Shannon is focused on business processes and financial solutions to maximize return on investment. He has more than 20 years of SAP experience and his background includes thought leadership, knowledge management, project management, training and SAP consulting with extensive experience in the automotive and manufacturing sectors as well as oil and gas, retail and utility verticals.

Shannon’s industry and finance experience includes positions as a national credit manager, international finance manager, corporate banking credit analyst and financial strategist. He earned a bachelor of arts degree in political science from the University of Manitoba, and an MBA in international finance from the University of South Florida.

One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.

Michael Jeppson generated about $1.8 million in annual revenue, according to his new firm.