March 06, 2023
Brooks Tingle to Lead Manulife's John Hancock UnitMarianne Harrison, the Manulife unit's CEO, is retiring.
March 06, 2023
Former SIFMA General Counsel Hammerman Joins Bates GroupHammerman, who served 19 years as SIFMA's general counsel, will be based in Park City, Utah.
March 01, 2023
MLB Pitcher Turned RIA Knows About Retiring in a Rough MarketRetiring from Major League Baseball after the Great Recession taught Joe Savery important lessons about retirement planning.
February 23, 2023
Goodbye, Wirehouses: Why Young Financial Advisors Are Breaking AwayAt Dynasty, these advisors saw a chance to step off the sales treadmill and give fiduciary advice, they tell ThinkAdvisor.
February 15, 2023
From Harvard Law to High-Net-Worth AdvisorFinancial advisor David Hamilton is on a mission to help young professionals build intergenerational wealth.
February 01, 2023
Agent Group to Offer Free Web Briefings for College StudentsNAIFA members will talk about insurance and financial services career paths.
February 01, 2023
Mariner Wealth Hires John Hancock ExecTodd Cassler comes on board to serve as the firm's chief strategy and growth officer.
January 10, 2023
Daniel Moisand Takes Over as CFP Board ChairMajor ongoing projects for the CFP Board include a review of the board's competency standards.
December 14, 2022
LPL Nabs J.P. Morgan Fund Manager for New Model Portfolio RoleGarrett Fish has also worked for Mercury Asset Management, Jardine Fleming and Aetna Capital Management.
December 06, 2022
Fidelity Taps Leaders for Advisor, Institutional BusinessesThe move is part of the firm's alignment of clearing and custody with its brokerage and technology operations.