Wirehouses

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  UBS Tops Estimates on Strong Wealth Results

  By Janet Levaux, AdvisorOne  |  April 30, 2013

  Net new money in the Americas unit was $9.2 billion vs. $4.6 billion a year ago and $8.8 billion in the prior quarter.

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  Meredith Whitney: I’m a ‘Growth Chaser,’ Not a ‘Doom and Gloomer’

  By John Sullivan, AdvisorOne  |  April 29, 2013

  Star analyst Meredith Whitney kicked off the IMCA conference Sunday in Seattle by decrying her reputation as a “doom and gloomer.”

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Shh! Virtual Recruitment Market Lets Advisors Shop Anonymously for New Firms

  By Joyce Hanson, AdvisorOne  |  April 25, 2013

  Companies that have signed on to the Advisor Center include Cetera Advisors, Commonwealth Financial Network, LPL Financial, Pershing Advisor Solutions and TD Ameritrade Institutional.

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  Morgan Stanley Beats Estimates as Advisors Improve Results

  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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  BNY Mellon Profits Drop, but Pershing Clearing Helps Offset Losses

  By Joyce Hanson, AdvisorOne  |  April 17, 2013

  Pershing's clearing services revenue helped offset the Bank of New York Mellon's Q1 losses stemming from a foreign tax credit fight.

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  BofA Earnings Fall Short Despite Boost in Merrill Results

  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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  J.D. Power & Advisor Satisfaction: Behind the Numbers

  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.

• AdvisorOne’s 2013 Q1 Earnings Calendar for the Finance Sector

  By Joyce Hanson, AdvisorOne  |  April 16, 2013

  The first-quarter 2013 earnings period is now under way, with many finance-sector companies reporting.

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  Schwab Improves Results but Misses Estimates; Citi Tops Expecations on Strong Sales

  By Janet Levaux, AdvisorOne  |  April 15, 2013

  The advisor services unit sees strong year-over-year flows and asset improvement.