advisor services

• 

  DFA Partners With Dave DeVoe on New Succession Planning Program

  By James J. Green, AdvisorOne  |  November 19, 2012

  The new program aims to help its advisors develop written succession plans, and they’ll get a valuation of their firm’s worth from Dave DeVoe.

• 

  New Hire Roundup: Putnam Advances Sipple; Hewson Joins Citi Private Bank

  By Marlene Y. Satter, AdvisorOne  |  March 14, 2012

  This week in new hires, Scott Sipple moved up at Putnam Investments; Mark Hewson went to Citi Private Bank; Bradford Campbell joined Drinker Biddle; Kimberley Branch and John Forrest went to Symetra; and SNR Denton welcomed Lisa Ledbetter.

• 

  Wharton Professor Gives Advisory Model Radical Makeover

  By Gil Weinreich, AdvisorOne  |  February 27, 2012

  Veritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.

• 

  Focus Expands to Transition ‘Elite’ Advisors to Independent RIAs

  By Danielle Andrus, AdvisorOne  |  January 19, 2012

  Focus Financial announced Thursday that it hired Garry Taylor as a director of advisor services to help “elite breakaway advisors” transition to independent practices.

• 

  MyFinancialAdvice Founders Launch Social Media Site for Advisors

  By Melanie Waddell, AdvisorOne  |  October 17, 2011

  The founders of MyFinancialAdvice.com, a site designed to enable financial planners to offer advice online to middle-income Americans, launched OnlineAdvisorCentral.com, which is designed to promote use of social media by advisors.

• Scramble for Assets

  By Jane Wollman Rusoff  |  September 1, 2011

• 

  New Hire Roundup: Janney Hires Fetyko, RBC Appoints Rajput, JHS Capital Adds Mullins

  By Marlene Y. Satter, AdvisorOne  |  June 9, 2011

  First American Trust advances Bernatz; Bracewell & Giuliani welcome Eichelberger and Teaff; Resource Real Estate adds Standke; IRS hires 10.

• 

  Schwab Beats 3Q Estimates on Rising Sales

  By Janet Levaux, AdvisorOne  |  October 15, 2010

  Though net income declined, revenues grew 5% on strong asset management and administration fees

• RBC Advisor, Custodian Groups Hire Team to Serve RIAs, Indie Broker-Dealers

  By Joyce Hanson, AdvisorOne  |  September 29, 2010

  RBC Correspondent and Advisor Services announced Wednesday that they are adding a new team of four senior relationship managers with over 75 years of combined experience to support and drive business growth for RBC's RIA firms and independent broker-dealers.