Trevor Hunnicutt looks at a lot of charts and reports on fund flows as a reporter covering asset management for financial advisers. But he’s not all fun and games. From time to time you might also find the seafood aficionado shucking oysters on the waterfront in Brooklyn.
Former Sen. Christopher J. Dodd and ex-Rep. Barney Frank defend sweeping regulatory reform.
A new study finds the number of independent advisers grew at 8% per year versus the industry's overall loss of 1.2% advisers per year.
Torrance, Calif., based firm has expanded into San Diego and Orange County, and has bigger aspirations
Focus Financial is part owner of acquirer Colony Group.
Nearly half of advisers surveyed expect online providers to be one of their top three competitors for assets in five years
Two consulting firms are linking together to provide a new coaching program.
Three of the four wirehouses have announced tweaks to their adviser pay packages and incentives, with their sights set on courting the wealthiest clients.
Brokerage unit posts third quarter trading decline but still delivers pretax profit.
E. Jeffrey Roof says that a C-suite mentality is the key behind his financial advisory firm’s stellar profits.
