We are proud to announce this year's Money Management Executive's 6th Annual Fund Operations Awards program. The awards, for Leadership, Innovation, New Media and Innovations/Efficiencies, will be presented in person in September, in Boston. Deadline for entries is July 18, 2008. Detailed entry forms will be available on the newsweekly's home page. We look forward to hearing from entrants as well as those interested in serving on the judging panel. For more information:
Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.
