Careers

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  Strategies to Improve CE Credit: More Is Better

  By Michael E. Kitces  |  April 19, 2013

  The more CE required, the more demand there is for CE credit, and the more providers willing to try to craft quality CE credit.

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  Strategies for CFP Board to Improve Continuing Education Credit

  By Michael E. Kitces  |  April 17, 2013

  It's no secret that the current state of CFP CE credit is a sorry affair. But the CFP Board, as the keeper of the CFP marks, wields a great deal of power to change the system for the better.

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  Looking for a Job After College? Try Financial Planning

  By James J. Green, AdvisorOne  |  April 12, 2013

  Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.

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  Maselli’s New Advisor Model: Advisors as Lifeguards (Seriously)

  By Gil Weinreich, AdvisorOne  |  April 11, 2013

  It may come as a surprise that Frank Maselli, the seminar expert par excellence, doesn’t think seminars are for everyone, or even most advisors.

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  Advisor Coach Walks Walk, Creating Huge Business in Just 18 Months

  By Gil Weinreich, AdvisorOne  |  April 10, 2013

  In June 2011, Katherine Vessenes and her husband Peter, veteran coaches, put their principles into practice by starting their own retail advisory firm. And the results have surprised even them.

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  New Hire Roundup: Focus Financial Adds Five

  By Marlene Y. Satter, AdvisorOne  |  April 10, 2013

  This week in new hires, Focus Financial announced five new hires, JHS Capital welcomed Mark Palsson, and Eric Falkeis became president and COO of Direxion.

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  White Sworn In as SEC Chief; Walter, Paredes Likely Leaving SEC Soon

  By Melanie Waddell, AdvisorOne  |  April 10, 2013

  Interim Chairwoman Elisse Walter will remain at the agency as a commissioner, but it doesn't look like she'll be there for long, David Tittsworth of IAA said.

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  Recruiting Roundup: Baird Grabs Wells FAs, UBS Branch Manager; Royal Adds 2 Indie Groups

  By Janet Levaux, AdvisorOne  |  April 9, 2013

  The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.

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  LPL Names Russell’s Parker to Lead Investment and Planning Solutions

  By John Sullivan, AdvisorOne  |  April 9, 2013

  Parker will be based in San Diego and report to Robert Moore, the firm’s president of advisor and institution solutions.

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  Morgan Stanley Adds 9 Merrill, Wells & JPMorgan Advisors

  By Janet Levaux, AdvisorOne  |  April 8, 2013

  In addition, the wirehouse says it has picked up 10 UBS reps in past 5 weeks.