The Vanguard Group of Valley Forge, Pa., has introduced an Internet-based financial planner to help investors develop their investment and retirement savings strategies. The planner is located at Vanguard's web site, www.vanguard.com, in the Planning Center section. It helps investors determine an appropriate asset allocation for their goals and suggests various Vanguard mutual funds that can help them achieve those goals. Visitors' information can be stored for up to a year.
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.
