advisor network

• 

  LPL Launches ‘Elite’ Retirement Plan Group

  By Janet Levaux, AdvisorOne  |  March 26, 2013

  “We are really targeting the top 1%, the most elite retirement advisors,” says Executive Vice President Bill Chetney.

• 

  PENSCO-Lincoln Trust Merger to Create $10 Billion Alternatives Custodian

  By Joyce Hanson, AdvisorOne  |  February 22, 2012

  "PENSCO is creating a firm with institutional scale and national reach to handle the accelerating growth of alternative assets across the U.S.," says CEO Kelly Rodriques.

• Raymond James to Purchase Morgan Keegan From Regions

  By Janet Levaux, AdvisorOne  |  February 1, 2012

  St. Petersburg, Fla.-based Raymond James Financial said on Jan. 11 that it would buy Memphis-based Morgan Keegan from Regions Financial in a $930-million stock transaction.

• 

  Raymond James to Buy Morgan Keegan for $930 Million

  By Janet Levaux, AdvisorOne  |  January 12, 2012

  The final purchase price is tied to the retention of advisors, while the overall deal includes special provisions related to legal issues and costs.

• 

  New Hire Roundup: Neuberger Berman Names Salzmann, Greene

  By Marlene Y. Satter, AdvisorOne  |  December 14, 2011

  This week in new hires, Neuberger Berman appointed Eli Salzmann and Michael Greene as fund managers; Lacey Dingman became director of the SEC’s Office of Human Resources; and JHS Capital Advisors welcomed Young, Stovall & Co. to its advisor network.

• 

  Jim Barnash Joins New Kind of Advisor Partnership: Merion Wealth

  By James J. Green, AdvisorOne  |  October 10, 2011

  Former FPA president will focus on finding, transitioning independent advisors into Merion Wealth Partners.