by
Sridhar Natarajan
Finn, 45, has been a close lieutenant of co-President Andy Saperstein.
by
Jenny Surane
The bank has said the job cuts may continue around the globe into next year.
by
Matthew Boyle
Public companies that were fully flexible on remote work increased sales 21% between 2020 and 2022.
by
Karen DeMasters
Financial firms may not survive on referrals alone, said COO Angela Osborne.
by
Karen DeMasters
In a shaky market, advisors focused more on holding current clients' hands than growing.
by
Karen DeMasters
Time constraints keep many advisors from being successful business owners.
by
Evan Simonoff
All year we've been covering the changing of the guard in the advisory profession, and this issue's cover story continues exploring that topic.
by
Christopher Robbins
The company signaled its intention to eliminate jobs in an SEC filing this past summer.
by
Eric Rasmussen
The firm also saw a decline in cash balances from last year.
by
Sridhar Natarajan
Pick has been credited with spurring a revival in the firm's trading business.
by
Edward Hayes
Increasing knowledge is more important than increasing client counts, he said.
by
Edward Hayes
Hiring a diverse staff and treating employees well are among the most important traits, she said.
by
Max Abelson
Goldman Sachs boosted the portion of revenue it pays out to workers in the third quarter.
by
Bloomberg News
Fewer than 26% of households now have someone working remotely.
by
Max Reyes
Job counts remain high even as the security industry's earnings and revenue have softened.
by FA Staff
J. Matthew McCarte has been with the Jenkintown, Pa.-based firm for 25 years.
by
Jennifer Lea Reed
The firm's recent expansion of its liquidity and succession program to external advisories may be just the beginning.
by
Edward Hayes
Paul Brahim will serve as president-elect in 2024, ascending to the FPA presidency in 2025.
by
Edward Hayes
Black and Hispanic investors may not always share the same goals as the population as a whole.
