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"Advisors will want to know what will happen to the firms' cultures. Will Nuveen be able to keep its culture? Which firms' culture will prevail?"
April 14 -
Retirees who have been government workers or whose spouses have been government workers may be in for a surprise when they file for Social Security retirement benefits.
April 14
Bucks County Financial Planning Group, Thousand Oaks, Calif. -
There are five essential questions every advisor should answer in order to effectively grow their connections, referrals and business on social.
April 14 -
Janney Montgomery Scott recruited an advisor team with $1.7 million in annual revenue from Barclays.
April 14 -
Brokerage income at M&T Bank rose in the first quarter, escaping the bad weather impact that seems to have hammered the banks other fee-based business lines.
April 14 -
Longtime LPL executive Bill Morrissey has been tapped to take over the company's independent advisor services unit following the sudden departure of Derek Bruton.
April 14 -
If the integration process takes longer or is more costly than expected, RCS says it may 'fail to realize' some or all of the anticipated benefits of the pending acquisitions.
April 14 -
The San Francisco bank is mainly counting on organic loan growth and improved asset quality to drive future profits, but it would also be open to acquisitions, especially in the credit card in wealth management businesses.
April 14 -
The third-largest U.S. bank cut 200 to 300 jobs in its division handling stock and bond trades to shrink costs amid a slump, according to a person familiar with the matter.
April 14 -
Two former executives of Sonoma Valley Bank have been indicted for their alleged involvement in a $9.5 million fraud scheme.
April 14 -
TIAA-CREF, the manager of retirement accounts for teachers, agreed to by Nuveen Investments from Madison Dearborn Partners for $6.25 billion, including outstanding debt.
April 14 -
From news of ETFs and ETPs rebounding in March to BlackRock shaking up leadership, here's top news impacting mutual fund and ETF managers and providers.
April 14 -
A new study identifies the most expensive markets in the country for long-term care based on average nursing home costs.
April 14 -
Community banks and credit unions need to recognize and tout the distinct advantages they offer advisors as they compete with bigger financial institutions for top talent, says Frank Smith, vice president of Recruitment at LPL Financial Institution Services.
April 14 -
A new study identifies the most expensive markets in the country for long-term care. Click through to see the top 10 most expensive cities based on average nursing home costs.
April 14 -
Using these two simple techniques, one firm acquired over 100 new clients through social media last year.
April 14 -
Email is the original social media and demands advisors' attention. Respect other peoples' time and free up more of your own by quickly getting their attention, delivering your message and outlining the next steps.
April 13 -
Using these two simple techniques, one firm acquired over 100 new clients through social media last year.
April 13 -
This new social media platform allows users to submit short stories rather than 140-character Tweets or short Facebook posts. But should advisors care?
April 12 -
Using these two simple techniques, one firm acquired over 100 new clients through social media last year.
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