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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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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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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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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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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.
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By Mike Patton |
April 29, 2013
Whether you outsource money management or not, at least segment your client base.
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By Editorial Staff |
April 29, 2013
With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
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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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By Janet Levaux, AdvisorOne |
April 25, 2013
Net new assets across its different platforms hit $3 billion in early 2013.
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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.