Adviser/team AUM: $45,000,000
Gross annual production/TTM: $400,000
|Firm leaving||Lincoln Financial|
West Palm Beach, FL
|Date||November 29, 2013|
Latest Moves to Investacorp
|Michael Nobile, Scott Hinchey, Michael McCabe, David Tauber||September 08, 2015|
|Keith E. Singer||August 12, 2015|
|Michael Fornasier, John Petraglia, Linda Ventura||July 09, 2015|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
Women face unique challenges as they move into the C-suite, and they need to remember to always be themselves and let their professional strengths shine, according to Christine Nigro, vice chairman at AXA Advisors.
Latest news & opinion
Fidelity, Aon Hewitt and Xerox HR Solutions are currently defending against similar fiduciary-breach claims.
The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.
Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.
CFP Board revises its standards and aims to beef up fiduciary requirements of certificants.
Some question whether brokers will drop the CFP mark or if the CFP Board will strictly enforce its new standard.