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 2, 2013
The new advisors come on board in the Midwest with about $3.7 million in yearly fees and commissions.
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By Janet Levaux, AdvisorOne |
April 1, 2013
James Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.
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By Janet Levaux, AdvisorOne |
April 1, 2013
While Vanguard and PIMCO have continually proven their strength in the U.S. marketplace in recent years, a Morningstar study released in March shows the two firms had a stellar 2012 worldwide.
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By Janet Levaux, AdvisorOne |
April 1, 2013
Wall Street bonuses should be up about 8% this season and total $20 billion, according to New York State Comptroller Thomas DiNapoli. But experts caution that this increase doesn’t necessarily translate into much these days for advisors.
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By Janet Levaux, AdvisorOne |
April 1, 2013
Raymond James said in early March it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems, and the Morgan Keegan brand had been retired.
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By Janet Levaux, AdvisorOne |
April 1, 2013
LPL, Morgan Stanley and Raymond James all announced big moves recently.
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By Janet Levaux, AdvisorOne |
April 1, 2013
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By Janet Levaux, AdvisorOne |
March 29, 2013
As first-quarter results start to roll in, some overseas markets are posting impressive equity market upticks.
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By Janet Levaux, AdvisorOne |
March 28, 2013
Ruth Porat did not want to go through what Jack Lew did in the confirmation process, sources say.
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By Janet Levaux, AdvisorOne |
March 27, 2013
This includes the recent addition of two groups with a total of roughly 160 financial advisors.