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The expansion-focused $6 billion wealth manager has added Santa Barbara-based Pacific Pointe to its roster, making it the fifth firm in Beacon Pointes growing stable, and the fourth in California.
September 9 -
Senior executives with leadership experience and strong sales skills in high demand as current advisors look to retire.
September 6 -
Amid growing industry debate over compensation disclosure, the FPA has changed the compensation disclosure options on its website.
September 5 -
Now that profits are at record highs, financial advisors' next priority should be better people management, according to the 2013 FA Insight Study of Advisory Firms: People and Pay. Cost control, solid productivity and soaring client profitability helped the typical advisory firm reach a profit margin in excess of 20% in 2012, the highest margin in the survey's five-year history.
September 4 -
After Sheryl Garrett said an ideal partner would be a group like NAPFA, Pinnacle Advisory Groups Michael Kitces responede skeptically.
September 3
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Huntington announced today that Gregory A. Smith was named president of Cincinnati-based Haberer Registered Investment Advisor, a wholly-owned subsidiary of the Huntington National Bank.
September 3 -
As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.
August 29
Financial Planning -
Beginning next month, a number of tech firms that are also RIAs are poised to enter the red-hot online advisory space, offering consumers not only financial guidance but specific buy/sell/hold recommendations for mutual funds and ETFs, based on algorithms and aggregation of clients accounts.
August 28 -
The advisory industry is already locked in fierce competition to recruit new advisors. Now TD Ameritrade Institutional is ratcheting up its efforts to attract talent.
August 27 -
The financial planning industry is in need of young talent. Is a new scholarship program the answer?
August 23

