Updated Monday, May 25, 2015 as of 5:30 PM ET


The former leader of BISA's research arm and an ex-Comerica Bank wealth executive aim to help banks and credit unions compete more aggressively with wirehouses and independent firms.  More »
Advisor James W. Curran, III, portfolio manager Fremont J. Knittle, III, and client service associate Craig Martin left Morgan Stanley to join Harbor Investment Advisory.
Two veterans left the wirehouse this week for different firms, including Janney Montgomery Scott.  read more »
INVESTOR EDUCATION: "We are helping people decide what they want to invest in and understand what they are investing in," says Motif CEO Hardeep Walia.
Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.  read more »
Advisors at banks and credit unions are younger and more of them are women than those at wirehouses and independent firms, giving them an edge in attracting women and millennials.  read more »
MONEY MATTERS: Digital wealth management is one of the key drivers changing the way people invest, says venture capitalist Drew Sievers.
With a strategy to directly target institutional investors, Trizic, a digital wealth management technology startup, has attracted $3 million in seed funding.  read more »
A 'New Breed' of Advisor
The May Issue is now online!


Industry Events

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

June 24, 2015 | Chicago, IL

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