About the Author
Janet Levaux, AdvisorOne
Janet is the Managing Editor of Research magazine and a contributor to AdvisorOne. She has followed the financial markets since 1991 and has been covering financial advisors and broker-dealers since early 2005.
Janet graduated from Yale with a BA, Johns Hopkins School of Advanced International Studies with an MA, and St. Mary’s College with an MBA. She has studied and worked in Asia, Latin America and Europe and can be reached at jlevaux@sbmedia.com.
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By Janet Levaux, AdvisorOne |
May 23, 2013
The privately owned broker-dealer aims to expand 5% a year and hit 20,000 advisors nationwide by 2020, Mark Eberlin of Edward Jones says.
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By Janet Levaux, AdvisorOne |
May 23, 2013
U.S. Wealth Management hopes to have $1 billion in client assets over the next 12 months, up from $600 million today.
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By Janet Levaux, AdvisorOne |
May 22, 2013
The employee-owned, Milwaukee-based firm tops $100 billion in client assets as it aims for $1 billion in revenue.
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By Janet Levaux, AdvisorOne |
May 20, 2013
The advisors join with about $195 million in assets and $1.5 million in yearly fees and commissions.
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By Janet Levaux, AdvisorOne |
May 17, 2013
The move puts the Fresno-based independent broker-dealer at more than $1 billion in affilated client assets and 140 advisors.
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By Janet Levaux, AdvisorOne |
May 16, 2013
The credit unions and banks include 15 financial advisors and are located in the Midwest, West and Northeast.
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By Janet Levaux, AdvisorOne |
May 15, 2013
The investment group also has four steps advisors and clients may want to consider for the rest of the year in their bond investments.
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By Janet Levaux, AdvisorOne |
May 14, 2013
The new Baird teams come on board with some $800 million in client assets under management in Minnesota and Tennessee.
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By Janet Levaux, AdvisorOne |
May 13, 2013
ETFs that track REITs are doing well but aren't keeping pace with the markets as consistently as REIT indexes.
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By Janet Levaux, AdvisorOne |
May 8, 2013
Ashwin Chhabra is leaving his post at the Institute for Advanced Study to return to his former employer.