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New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.
May 11
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In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.
May 11
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Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.
May 11
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For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.
May 10
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April brought the highest unemployment since the Great Depression. Some of these people are our clients.
May 10
Mercer Advisors -
Changes to compensation plans get put on hold as advisors and firms reel from pandemic’s economic fallout.
May 8
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Grid stretches, small account policy changes — it’s a lot to keep track of. Our annual compensation report is here to help.
May 8
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In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.
May 8
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The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.
May 7
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Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.
May 7
