People (22)

Raymond James Recruits UBS Advisor with $188M in Assets

Raymond James has recruited Joel Feldman, an advisor who managed $188 million in assets at UBS. So reports On Wall Street.


CFP to Compete in Toastmasters Contest

Jeanine Herold, a 56-year-old Indiana-based certified financial planner, is traveling to Malaysia in August to compete in the annual Toastmasters International contest after winning several local and regional speech awards.


Edelman Financial Services Hires Marking Head

Edelman Financial Services has hired Marvin Davis as Chief Marketing Officer. So reports


Fewer Advisors Job Hopping

The number of advisors changing jobs declined 25% during the first half of this year, reports InvestmentNews.


Franklin Adds to Advisor Services

Franklin Templeton advisor services expanded

Franklin Templeton has expanded its advisor services by appointing Robert Richardson as senior vice president and North American Spokesperson for its advisor services, reports Financial Planning.


End of Bernanke’s Tenure May be Near

Recent remarks by Ben Bernanke may indicate that his tenure as Federal Reserve chairman may not be extended when his current term expires at the end of January, reports Bloomberg.


LPL to Lay Off Workers, Outsource Back Office Jobs

LPL Financial

LPL plans to lay off an unspecified number of back office workers during the second half of this year as part of outsourcing, reports InvestmentNews.


Morgan Stanley Recruits 5 UBS Reps with $750M in Assets

In two major recruiting actions, Morgan Stanley has landed Kevin Cooper of Baco Raton, Fla., and the Ryan Group of Shrewsbury, N.J., reports Read more...

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