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.
-
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.
-
By Janet Levaux, AdvisorOne |
June 3, 2013
Bank of America analysts outline trends that are reshaping the global economy and the world's stock markets, while suggesting several steps advisors and their clients can take in response.
-
By Janet Levaux, AdvisorOne |
May 30, 2013
Several large firms are turning around their operations, but others still face performance issues.
-
By Janet Levaux, AdvisorOne |
May 30, 2013
The independent broker-dealer hosts a workshop led by a top producer to help its reps raise their yearly production.
-
By Janet Levaux, AdvisorOne |
May 29, 2013
Large financial institutions remain bogged down in a lot of issues, which makes them risky, the veteran executive says.
-
By Janet Levaux, AdvisorOne |
May 28, 2013
-
By Janet Levaux, AdvisorOne |
May 28, 2013
-
By Janet Levaux, AdvisorOne |
May 28, 2013
-
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.
-
By Janet Levaux, AdvisorOne |
May 23, 2013
U.S. Wealth Management hopes to reach $1 billion in client assets over the next 12 months, up from $600 million today.