asset management

• 

  12 Best & Worst Broker-Dealers: Q2 Earnings

  By Janet Levaux, AdvisorOne  |  August 24, 2012

  Earnings fell as much as 58%, but also jumped over 600% within the broker-dealer industry—AdvisorOne spotlights the six best and six worst.

• 

  Harris, M&I Banks Merge Broker-Dealers

  By Janet Levaux, AdvisorOne  |  August 3, 2012

  The BMO Financial Group now has 165 financial advisors in nine states, BMO Harris Financial Advisors President Mike Miroballi told AdvisorOne.

• 

  Young Investors’ Assets and Loyalty Up for Grabs by Wealth Managers

  By Michael S. Fischer  |  August 1, 2012

  With some $40 trillion expected to transition to younger generations in the U.S. in coming decades, wealth managers must grow their online investing capabilities to lure younger investors, according to a study released Monday.

• 

  Romanian Real Estate Part of PFGBest Puzzle

  By Marlene Y. Satter, AdvisorOne  |  July 13, 2012

  The reaches of Russell Wasendorf Sr., the PGFBest founder who recently attempted suicide, extend far beyond the collapsed brokerage.

• 

  Pursuing Practice Excellence: The Industry Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  June 26, 2012

  In the second of a series on the findings of our breakthrough practice management study, we gauge where and how the partner firms to advisors are spending their time and dollars on practice management.

• 

  New Hire Roundup: Morningstar Adds to Fund Research Team

  By Marlene Y. Satter, AdvisorOne  |  June 20, 2012

  This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.

• 

  Securities America Has ‘Never Been Stronger’

  By Danielle Andrus, AdvisorOne  |  June 12, 2012

  At Securities America's national conference in Denver, Jim Nagengast, CEO and president, was optimistic about the firm's future and partnership with Ladenburg Thalmann, which acquired the broker-dealer in the fall.

• 

  Indie Broker-Dealers Face Struggle to Survive: Cerulli

  By Joyce Hanson, AdvisorOne  |  May 1, 2012

  The things that advisors love about independent broker-dealers also give rise to the problems that make survival difficult in the channel, according to a Cerulli report.

• 

  9 Challenges Asset Managers Must Navigate for Rest of 2012

  By Michael S. Fischer  |  April 30, 2012

  The second half of 2012 is shaping up as a turning point for many asset management firms, forcing them to take “transformational steps” to boost their competitiveness, according to a PwC report.

• 

  Worried Mutual Fund Leaders Ask: Are We the Auto Industry of Finance?

  By Joyce Hanson, AdvisorOne  |  April 24, 2012

  “The relationship with the advisor as opposed to the product provider has become much more important to investors,” said Boston Consulting Group's Gary Shub during his MFEA talk.