Blue Bell

• BDs Share Latest FA

  By Janet Levaux  |  April 29, 2013

  In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...

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  Morgan Stanley Adds 9 Merrill, Wells & JPMorgan Advisors

  By Janet Levaux, AdvisorOne  |  April 8, 2013

  In addition, the wirehouse says it has picked up 10 UBS reps in past 5 weeks.

• Merrill Lynch Advisors Top Latest Female-Advisors List

  By Janet Levaux, AdvisorOne  |  June 9, 2009

  Merrill Lynch Global Wealth Management says that 35 of Barron's "Top 100 Women Financial Advisors" list are members of the firm (including advisors with Banc of America Investment Services).

• Retirement Planning for the Woman Who's Alone

  By Jane Wollman Rusoff  |  November 1, 2008

  An unfettered single life has its pluses; but women who are on their own financially -- never-married, widowed, divorced or unwed and living with a...

• For one wealth manager, bonds are the only game in town.

  By James Picerno  |  July 1, 2008

  Asset allocation? Don't even think about it, says Stan Richelson of the Scarsdale Investment Group, Ltd., a Blue Bell, Pa. wealth management shop that he...

• Mix and Match

  By Stephen Phillip Brown  |  November 1, 2006

  In the world of finance, Wall Street is generally the doyen--the leader in financial engineering, product development and implementation. But on rare occasions, Wall Street...