Janet Levaux, AdvisorOne

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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  Palaveev: First Allied Sale Part of a ‘Second Wave’ of Investment

  By Janet Levaux, AdvisorOne  |  June 18, 2013

  Philip Palaveev discusses what the interest of private-equity investors like Nicholar Schorsch means for independent broker-dealers.

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  Best Firms for Self-Directed Investors: J.D. Power—2013

  By Janet Levaux, AdvisorOne  |  June 17, 2013

  The survey finds that, with some exceptions, investment firms are not communicating well when it comes to fees, online tools and products.

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  Wells Nabs 9 Reps From Morgan Stanley, Merrill and RBC

  By Janet Levaux, AdvisorOne  |  June 14, 2013

  Raymond James recruits one Morgan advisor, while LPL affiliate U.S. Wealth Management hires a Pershing exec.

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  ‘We Aren’t Buying First Allied to Run It’: RCAP CEO

  By Janet Levaux, AdvisorOne  |  June 13, 2013

  RCAP, led by Nicholas Schorsch, and other real estate investors are diversifying their portfolios and see the IBD space as a growth business.

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  First Allied’s Surprise Sale to Real-Estate Group Creates ‘Whole New Dynamic’ for BDs

  By Janet Levaux, AdvisorOne  |  June 12, 2013

  Flush with cash, more conglomerates that sell REITs could follow in Realty Capital’s footsteps—perhaps spawning conflicts of interest, Jonathan Henschen says.

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  Morgan Stanley Nabs Wells, UBS Reps

  By Janet Levaux, AdvisorOne  |  June 11, 2013

  Meanwhile, Janney recruits a team from Stephens in Columbia, S.C.

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  Loring Ward Hosts ‘Anti-Product’ Event

  By Janet Levaux, AdvisorOne  |  June 10, 2013

  The asset manager shared stories on business building, creativity and more at its recent conference.

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  Commonwealth Names Hunter President, COO; Adds Affiliation Models

  By Janet Levaux, AdvisorOne  |  June 7, 2013

  Former president Peter Wheeler is now vice chairman of the independent broker-dealer, which has about 1,450 advisors.

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  Recruiting Roundup: Morgan Stanley, Janney Lure Reps

  By Janet Levaux, AdvisorOne  |  June 5, 2013

  UBS and Baird also report their latest advisor recruiting news.

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  First Allied Hires Former LPL Marketing Exec

  By Janet Levaux, AdvisorOne  |  June 4, 2013

  This is the second ex-LPL Financial manager that the independent broker-dealer has tapped in the past few months.