Asset Management Services

• 

  Advisors Flocking to Social Media, but Still Misunderstanding Clients

  By Michael S. Fischer  |  March 26, 2013

  Advisors view social media as an increasingly important tool to engage clients. At the same time, they significantly overestimate clients’ investment savvy and risk appetite.

• 

  Boomers Will Have $22T in Retirement Assets by 2020

  By Danielle Andrus, AdvisorOne  |  February 6, 2013

  Investable retirement assets among Americans over 55 are expected to reach $22 trillion by 2020, according to LIMRA.

• 

  Less-Trusting Millennial Investors Pose Challenge to Advisors

  By Michael S. Fischer  |  February 6, 2013

  Millennial investors have emerged from two boom-and-bust cycles more conservative about investing and more skeptical of financial advice than older generations, according to an Accenture survey.

• 

  LPL Trust Unit Aims to Boost Sales, Hires

  By Janet Levaux, AdvisorOne  |  January 23, 2013

  The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.

• 

  Raymond James Women Welcome Morgan Keegan, Other Advisors

  By Joyce Hanson, AdvisorOne  |  October 10, 2012

  RJ's 18th annual Women’s Symposium kickoff made it clear to women advisors from the newly acquired Morgan Keegan that they are a welcome addition.

• 

  Retirement in a Yield-Free World

  By Michael Finke  |  June 27, 2012

  Estimating a retirement income strategy requires a few assumptions including the expected return on invested assets.

• 

  New Hire Roundup: TD Ameritrade Institutional Welcomes Gaze

  By Marlene Y. Satter, AdvisorOne  |  April 26, 2012

  This week in new hires, Christine Gaze joined TD Ameritrade Institutional, Robert Bernstein went to Windham Capital and Raymond James confirmed the appointment of John Carson as president of its board.

• 

  RJ-MK Merger: It’s a Wrap

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  Raymond James Financial said April 2 that it had completed the acquisition of Morgan Keegan from Regions Financial, paying $1.2 billion in cash.

• 

  Raymond James Reorganizes Employee BD Unit, Names COO

  By James J. Green, AdvisorOne  |  April 10, 2012

  Moves integrate Morgan Keegan leadership and regional directors; structure to “maintain intimacy and responsiveness,” says Raymond James’ Tash Elwyn.

• 

  Goldman Sachs Ripped by Critics for History of Putting Profits Over Clients

  By Gil Weinreich, AdvisorOne  |  March 15, 2012

  Greg Smith’s very public resignation from Goldman Sachs has sparked heated discussion in the financial services industry, not only on the propriety of Smith’s New York Times op-ed but on the substance of the former Goldman executive’s accusations against the firm.