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 |
April 24, 2013
Net income for the quarter ending March 30, though, dropped from the prior quarter.
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By Janet Levaux, AdvisorOne |
April 24, 2013
Top technology execs share latest successes at the independent broker-dealer’s annual conference in Dallas.
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By Janet Levaux, AdvisorOne |
April 23, 2013
Private Client Group CEO Chet Helck says much work lies ahead for advisors and the industry groups representing their interests on Capitol Hill.
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By Janet Levaux, AdvisorOne |
April 22, 2013
“Unlike many other firms that seem obsessed with the number of advisors affiliated with their firm, we’re much more focused on the quality of advisors,” said RJFS President Scott Curtis.
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By Janet Levaux, AdvisorOne |
April 19, 2013
ETF provider Vanguard also tops Morningstar’s list of fund-flow assets for March 2013.
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By Janet Levaux, AdvisorOne |
April 18, 2013
The flow of advisors’ fee-based assets continue to increase at $15 billion in Q1.
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By Janet Levaux, AdvisorOne |
April 17, 2013
Client asset flows jump nicely for advisors in the first quarter, though their headcount declines.
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By Janet Levaux, AdvisorOne |
April 16, 2013
While the results reflect a small number of advisors, they point to important trends that BDs ignore at their own peril, experts say.
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By Janet Levaux, AdvisorOne |
April 15, 2013
The advisor services unit sees strong year-over-year flows and asset improvement.
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By Janet Levaux, AdvisorOne |
April 11, 2013
Over the past 12 months, only one of the four wirehouses showed a significant drop in advisor satisfaction.