Chip Roame

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  Advisors, Start Preparing Now for the Post-Boomer World

  By Ellen Uzelac  |  May 28, 2013

  After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.

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  Advisor Industry ‘Disruptor’ BrightScope Adds Kitces to Advisory Board

  By Joyce Hanson, AdvisorOne  |  April 17, 2013

  In naming Pinnacle advisor and Web guru Michael Kitces to its advisory board, BrightScope is targeting online transparency as it offers lead generation opportunities to advisors.

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  We’re in an Extended Bull Market, So Get Used to It: Tiburon CEO Summit

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Tiburon CEO Summit host Chip Roame pointed out advisor trends and opportunities after stock strategists Richard Bernstein and Bob Doll spelled out why we’re in a long-running bull market.

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  Top Posts at Broker-Dealers See Big Changes

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  LPL, Morgan Stanley and Raymond James all announced big moves recently.

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  LPL Branding Plan: A Work in Progress

  By Janet Levaux, AdvisorOne  |  March 21, 2013

  The independent broker-dealer ends its CNBC campaign this week and refuses to elaborate on future plans.

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  LPL’s Latest Shot in Tech ‘Arms Race’: Naming Ex-IT Exec to Board

  By Janet Levaux, AdvisorOne  |  March 18, 2013

  Several experts are wowed by former Xerox CEO Anne Mulcahy’s new role at LPL.

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  As LPL’s Dwyer Steps Down, Moore Steps In

  By Janet Levaux, AdvisorOne  |  March 1, 2013

  After 20 years, the executive leaves the IBD’s sales efforts in the hands of the Advisor & Institution Solutions president.

• How LIBOR Settlement Could Hurt UBS

  By Janet Levaux, AdvisorOne  |  January 23, 2013

  UBS, which has more than 7,000 advisors in the Americas, recently agreed to pay more than $1.5 billion over LIBOR manipulation and related charges. Will its troubles drive away clients and recruits?

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  Morgan Stanley Bonus Deferment Seen as Warning Shot

  By Janet Levaux, AdvisorOne  |  January 16, 2013

  The plan does not affect financial advisors this year, but could be a sign of things to come industrywide, experts say.

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  UBS Reps & LIBOR Woes: ‘A Bit Exhausting,’ Says Expert

  By Janet Levaux, AdvisorOne  |  December 26, 2012

  Plus, the latest scandal won't be the last for the firm—or for the industry, points out Chip Roame.