Updated Saturday, April 18, 2015 as of 12:53 AM ET

Industry

Revenue from wealth and investment services dropped for the fifth consecutive quarter, swooning 10.7% to $7.9 million from $8.8 million a year ago.  More »
Presidential candidate Ted Cruz with his wife Heidi, who is putting her career at Goldman on hold for the campaign. Image: Bloomberg
Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate.  read more »
Karin Risi, principal of advice services at Vanguard, discusses her vision for growing Personal Advisor Services.
Vanguard says assets in its Personal Advisor Services start up, still in the pilot phase with no paid advertising support, rose from $755 million in 2013 to $10.1 billion at the end of last year.  read more »
Banks and credits unions have only about one-third of the total advisors they need to provide "a really good client experience," says executive at BISA's 2015 annual convention.  read more »
A 'New Breed' of Advisor
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Industry Events

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

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