Wealth management

IFP reports dramatic increases in revenue, financial advisors joining the firm’s network and client AUM.

Bradley Fisher will be taking over as managing director and leader of the Family Office Advisory Practice.

Chicago-based RIA HighTower has lured away HSW Advisors, a three-man team overseeing more than $1.4 billion for 50 clients, from Merrill Lynch’s private banking and investment group.

It’s an advisor’s dream: Having customers as devoted and loyal as the adoring fans at a Lady Gaga concert. The customers would follow the advisor from bank to bank or even to a different channel in the same way that rock star groupies follow their favorite performers. Building that kind of loyalty, of course, isn’t easy. It takes time and perseverance. Rick Rummage, founder and CEO of the career-consulting firm The Rummage Group, has five tips for advisors who want to build a strong following among their customers. Here’s how they can achieve the advisor equivalent of rock star status.

Independent broker-dealer Paulson Investment Company has agreed to transfer its retail operations to RIA and broker-dealer JHS Capital Advisors.

Independent advisory firm French, Wolf and Farr has increased its AUM after taking on Piedmont Asset Management.

Bill Gross and his team of bond specialists at Pacific Investment Management Company built the Total Return Fund into the world’s largest mutual fund, with more than a quarter-billion dollars in assets. Can he (and they) repeat the trick, with a Total Return exchange-traded fund?

It can be challenging - but enjoyable - advising those who are used to giving advice themselves.

Helping clients identify and separate sources of income to face the challenges of getting older.

Here’s an interactive slide show highlighting the 5 worst-performing Dow component stocks for February 2012.

Here’s an interactive slide show highlighting the 5 best-performing Dow component stocks for February 2012.

The group chose Securities America because “we want to expand our business … [and]… we feel this is a better opportunity and fit than any other firm we researched and reviewed,” according to Tom Gahler.

HNW clients are price sensitive, but advisors have made their case as the economy comes out of the financial crisis.

Nasdaq OMX Group said it entered into a new five-year employment agreement with Robert Greifeld, its chief executive officer.

Genworth Financial Wealth Management has hired the former executive director of global asset management at UBS to the post of strategic accounts director with a focus on institutional clients.

Harris myCFO has hired Leslie Grant as vice president, a role in which she’ll be responsible for capital advisory services and custom banking solutions for clients.

Great Plains Financial Group looks to grow its business by working with broker-dealer and RIA Securities America.

After one year at the company, Scott Carmack has been promoted to work alongside founder John Lekas to develop investment operations.

Wade D. Pfau will oversee Retirement Management Analyst designation program as curriculum director.

Legacy expert attorneys Andy and Danielle Mayoras say it won’t be long before the recently deceased pop star’s estate planning efforts – or lack thereof – will come to light.