Bill Morrissey

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  LPL Grabs Russo’s Advantage Financial, $2 Billion in Assets From NPC

  By Joyce Hanson, AdvisorOne  |  August 2, 2012

  Russo described the move of 63 advisors to LPL from NPC as a process that Advantage Financial undertook as it created a philosophy reflecting “the strong currents that are sweeping through the industry.”

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  Raymond James, LPL Add Morgan Stanley Advisors as MSSB Grabs Wells Team

  By Janet Levaux, AdvisorOne  |  June 13, 2012

  Two teams leave Morgan Stanley to go independent, while another chooses to keep its employee status.

• LPL Financial Upbeat On FA Recruiting in '10

  By Janet Levaux, AdvisorOne  |  April 1, 2010

  This year, LPL Financial aims to build on its recruiting success in 2009 after "experiencing record levels of recruiting growth," said Bill Morrissey, executive vice...

• Danger & Opportunity: Manual Labor

  By Angie Herbers  |  August 1, 2009

  Even in these most challenging of times, advisors can prosper by focusing on maximizing their unique strengths, rather than trying to fit into some predetermined...

• Find the Fit First

  By Angie Herbers  |  August 1, 2009

  Bill Morrissey has developed a very tightly focused niche. But rather than doctors, business executives or sports stars, Sound Financial Planning will take anyone as...

• Best year ever

  By Mike Werling  |  July 1, 2009

  More advisors than ever are going independent and recruiters have their pick of the talent pool. Find out what they're looking for - and why...

• LPL Hits the Road to Boost Results

  By Janet Levaux, AdvisorOne  |  June 1, 2006

  At LPL, which has some 6,400 advisors, the practice-management team aims to host more than 150 face-to-face events nationwide in 2006. That's in addition to...

• Navigation Aids

  By Staff Writer  |  July 1, 2005

  Separately managed accounts were dreamed up years ago at a wirehouse--E.F. Hutton--and to this day they remain a key weapon in the arsenal of the...