Careers

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  Kitces and Winterberg Describe the Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 5, 2013

  At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.

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  Are Your ‘Time Saving Techniques’ Just Pushing Work Back to Clients?

  By Michael E. Kitces  |  May 4, 2013

  There is greater pressure than ever for financial planners to maintain high productivity levels, but at what cost?

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  Sallie Krawcheck Decries Industry ‘Becoming Republican Party’

  By John Sullivan, AdvisorOne  |  May 4, 2013

  “It is my intention to be controversial and make us uncomfortable here today,” Sallie Krawcheck said. She didn’t disappoint.

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  SEC Exam Chief Di Florio Jumps to FINRA Post

  By Melanie Waddell, AdvisorOne  |  May 2, 2013

  In a surprising move, Carlo di Florio will leave the agency and become an executive vice president of FINRA.

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  Wells’ FiNet, Morgan Stanley Nab 7 Merrill Reps

  By Janet Levaux, AdvisorOne  |  May 1, 2013

  Plus, EP Wealth Advisors gains advisors from Schwab and Bernstein for its Southern California operations.

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  New Hire Roundup: Westport Resources Promotes DeLaura

  By Marlene Y. Satter, AdvisorOne  |  May 1, 2013

  This week in new hires, Westport Resources promoted Christopher DeLaura and added Ashley Schexnaildre, and Susan Axelrod was promoted and Jonathan Sokobin was added by FINRA.

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  Mark Hurley: 5 Forces Changing the Economics of Wealth Managers

  By James J. Green, AdvisorOne  |  April 30, 2013

  According to the Fiduciary Network CEO, the vast majority of advisory firms have no economic value.

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  Do CIMAs Get More Bang for Their Buck Than CFPs?

  By John Sullivan, AdvisorOne  |  April 29, 2013

  CIMAs earn more, see stronger asset growth and express greater career satisfaction than those without the designation, IMCA claims.

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  Challenges of a Growing Practice: Managing Portfolios

  By Mike Patton  |  April 29, 2013

  Whether you outsource money management or not, at least segment your client base.

• BDs Share Latest FA

  By Janet Levaux  |  April 29, 2013

  In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...