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 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.
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By Janet Levaux, AdvisorOne |
May 7, 2013
A few advisor channels, however, continue to show momentum in the industry, the latest research shows.
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By Janet Levaux, AdvisorOne |
May 6, 2013
Attorney General Schneiderman says his office has close to 340 cases of homeowners who were “put at risk” by the banks violations of settlement terms
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By Janet Levaux, AdvisorOne |
May 6, 2013
The fund family also intends to roll out a new retirement plan share class in late July as it consolidates its fund-of-funds offerings.