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.
Read more...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.
Read more...Edelman Financial Services Hires Marking Head
Edelman Financial Services has hired Marvin Davis as Chief Marketing Officer. So reports VirtualStrategy.com.
Read more...Fewer Advisors Job Hopping
The number of advisors changing jobs declined 25% during the first half of this year, reports InvestmentNews.
Read more...Franklin Adds to Advisor Services
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.
Read more...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.
Read more...LPL to Lay Off Workers, Outsource Back Office Jobs
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.
Read more...Morgan Stanley Recruits 5 UBS Reps with $750M in Assets
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