Workforce management
Workforce management
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Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.
May 1 -
The firm said earlier this year that it would deepen cost cuts.
May 1 -
The advisors are the newest additions to the firm’s expanding brokerage ranks.
April 30 -
Independent Financial Partners aspires to be a “very, very small agent for change.”
April 30 -
It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.
April 30 -
Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”
April 30 -
Shoehorning them into certain categories can lead to bias and crimp firm growth.
April 30 -
An advisor was terminated after accepting money from a brother, who was also a client. Is such a loan allowed?
April 29 -
The switch is the latest in a series of billion-dollar moves so far this year.
April 29 -
These 10 leaders have a lot to say about how women have advanced in the industry over the years.
April 29 -
The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.
April 29 -
For one of the new hires, the move was about getting back to “a culture of a smaller, more personalized firm.”
April 26 -
The regional BD adds two teams with $373 million in assets.
April 26 -
This year’s winners — including co-founders, managing directors and presidents — have a lot to say about how women have advanced in the industry.
April 26 -
The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.
April 25 -
The company hopes to recruit new advisors by taking a version of its home office tour on the road.
April 25 -
The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals.
April 23 -
Three of seven new hires came from wirehouses.
April 23 -
The firm has experienced net outflows in each fiscal year since 2014.
April 23 -
The recruits joined from Merrill Lynch, Wells Fargo Advisors, SunTrust and Snowden Lane Partners.
April 18



















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