Heidi Pope

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New Year, New Will?

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Intestacy laws raise potential concerns if a person does not have a will.

Mercury Capital iFunds Invests In Global Wealth Market

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Mercury Capital's digital platform supports global wealth investment

Top 10 Financial Resolutions For The New Year

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A panel of experts picks resolutions that they think would benefit people the most.

Symmetry Partners Restructures Management Team

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The portfolio manager named three managing directors to its executive committee.

Workers More Anxious Than Retirees About Money Needed To Live Comfortably

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Workers think they will need to work longer and save more.

Top Travel Trends For 2018 Offer Great Ideas For Clients

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Traveling solo, with grandparents or in search of great food are just a few trends, says one company.

The Unhealthiest States In The U.S.

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These states suffered from higher levels of smoking, obesity, drug-related deaths and children living in poverty.

Wymer Brownlee Appoints Attorney To General Counsel

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A high-net-worth wealth management firm adds concierge legal service for clients.

Senior LPL And Lincoln Recruiters Launch Bridgemark Strategies

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Jeff Nash is joining forces with veteran LPL and Lincoln senior recruiters.

Securities America Adds Former LPL Executive

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Securities America hires Jim Norwood as president of the financial institutions division.

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