IBDs

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  Advisors Mulling a Move Should Check the Elephant in the Room

  By Gil Weinreich, AdvisorOne  |  May 10, 2013

  Conversations about career transitions tend to focus on the advantages of making a move while ignoring the risks of moving, Cetera says.

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  Best Full-Service Investment Firms Ranked by Investors: J.D. Power—2013

  By Janet Levaux  |  May 9, 2013

  The satisfaction scores of some BDs is “lower than might be expected based on reported performance alone,” according to J.D. Power.

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  Advisors More Likely to Switch Firms With Family’s Approval

  By Gil Weinreich, AdvisorOne  |  May 9, 2013

  Memo to recruiters: A focus on the financial advantages of switching firms may ultimately be less effective than demonstrating how a move might improve the advisor’s work-life balance.

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  Middle-Age White Guys Need Not Apply: AIG’s Advisor Group Diversifies Recruitment

  By Joyce Hanson, AdvisorOne  |  May 7, 2013

  The traditional image of the wirehouse-trained advisor serving strictly HNW white males is giving way as women challenge assumptions about who the average investor is.

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  Advisor Group Unveils Initiative to Help Women Advisors Grow Their Practice

  By Joyce Hanson, AdvisorOne  |  May 6, 2013

  The AIG-owned Advisor Group is putting its power behind an initiative to help women advisors grow their business in an admittedly "male-dominated industry."

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  Jud Bergman: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 3, 2013

  Envestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Solutions, with its $12 billion in assets.

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  LPL Financial Gains Ingham as Hybrid RIA Affiliate

  By Janet Levaux, AdvisorOne  |  May 2, 2013

  The Florida-based firm has more than 10 advisors and $1.5 billion in assets under administration.

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  Wells’ FiNet, Morgan Stanley Nab 7 Merrill Reps

  By Janet Levaux, AdvisorOne  |  May 1, 2013

  Plus, EP Wealth Advisors gains advisors from Schwab and Bernstein for its Southern California operations.

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  Elliot Weissbluth: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 1, 2013

  Last year, when we highlighted Elliot Weissbluth on the cover of our IA 25 issue, we said that he had changed the conversation on and about Wall Street. Where is that conversation now?

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  Don’t Sell in May, Says Raymond James Strategist

  By Janet Levaux, AdvisorOne  |  April 29, 2013

  Raymond James Chief Investment Strategist Jeffrey Saut tells advisors that the strong market should continue for several months.