AXA

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  Young Advisor Reveals ‘Huge Opportunity’ to Grab Profitable Books of Business

  By Gil Weinreich, AdvisorOne  |  September 5, 2012

  "Fewer people are entering the business while more people are exiting due to age and retirement," says John Arnold of AXA Advisors, explaining his strategy.

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  Top 10 Independent BDs by Annual Revenue

  By John Sullivan and Liana Roberts, AdvisorOne  |  June 20, 2012

  Investment Advisor magazine’s 2012 BD Reference Guide helps sort and rank IBDs in five major categories, with AdvisorOne here highlighting 10 by annual revenue.

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  Top 20 Companies for Annuity Sales

  By Marlene Y. Satter and Ron Pechtimaldjian, AdvisorOne  |  March 30, 2012

  Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.

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  LPL-AXA Extend Clearing Deal

  By Janet Levaux, AdvisorOne  |  February 10, 2012

  The independent broker-dealer retains a key client in the custom-clearing space

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  New Hire Roundup: Kiley to Lead Security Benefit; SNR Denton Welcomes Samlin; Edelman Recruits Bottazzi

  By Marlene Y. Satter, AdvisorOne  |  August 11, 2011

  This week in new hires, Michael Kiley was named to become CEO of Security Benefit Corp.; Scott Samlin went to SNR Denton; Edelman Financial Services recruited Joe Bottazzi from outside the industry and Reliance Trust named Robert F. Cook to head its church and nonprofit division.

• THE GLUCK REPORT -- Software Showdown

  By Staff Writer  |  August 1, 2004

  The producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...