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By John Sullivan, Advisorone |
May 16, 2012
BrokersXpress, the specialty broker-dealer owned by Schwab under OptionsXpress Holdings, reportedly told advisors and clients Wednesday that it will shut its doors.
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By Danielle Andrus, AdvisorOne |
May 16, 2012
Investing in global markets, directly in private companies and real assets are leading trends among affluent investors, according to the Institute for Private Investors, which provides education and networking for investors and families with at least $30 million.
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By Joyce Hanson, AdvisorOne |
May 16, 2012
United Capital’s media expertise is set to grow along with its assets under advisement with the addition of the NPR host.
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By Danielle Andrus, AdvisorOne |
May 16, 2012
Among ultra-high-net-worth investors, it is estimated that $27 trillion will pass from one generation to the next by 2050, a study released May 7 by Morgan Stanley Private Wealth Management and Campden Wealth found.
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By Melanie Waddell, AdvisorOne |
May 16, 2012
Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.
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By Gil Weinreich, AdvisorOne |
May 16, 2012
Business relocation coach Joseph Vranich warns a further increase in taxes for the 48th-ranked state in terms of tax burden (according to the Tax Foundation) will only exacerbate California's financial woes.
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By Janet Levaux, AdvisorOne |
May 16, 2012
Meanwhile, Wells Fargo adds advisors for Edward Jones, Merrill Lynch and other firms, and Barclays recruits several FAs from Deutsche Bank and Merrill.
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By Melanie Waddell, AdvisorOne |
May 16, 2012
A federal judge dismissed a legal action filed by Charles Schwab against FINRA challenging a complaint FINRA levied against Schwab on Feb. 1.
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By Janet Levaux, AdvisorOne |
May 16, 2012
The wirehouses, top IBDs and associated players serving advisors had their earnings fall as much as 718% and improve up to 13% in Q1—AdvisorOne selected 10 to spotlight.
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By James J. Green, AdvisorOne |
May 16, 2012
RIA firms are invited to participate in the 12th annual Top Wealth Managers survey and ranking, this year with a twist.
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