Florida

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  Sales Paradox: The Way to Get Is to Give

  By Gil Weinreich, AdvisorOne  |  March 11, 2013

  Bestselling author and sales coach Bob Burg says there is ample space to stand out as an advisor for those who can establish trust.

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  SEC, FINRA Enforcement Roundup: 31 NFL Players Bilked by Broker’s Casino Deal

  By Marlene Y. Satter, AdvisorOne  |  March 7, 2013

  FINRA and the SEC recently acted on issues that included the fleecing of 31 NFL players via high-risk casino securities and a rep who conducted a Ponzi scheme under his firm’s nose.

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  Raymond James Names Campagnoli Chief of IT

  By Janet Levaux, AdvisorOne  |  March 7, 2013

  The veteran tech expert will now lead tech operations across the financial-services firm.

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  9 Ways to Close the Deal

  By David Port  |  March 1, 2013

  Call it fulfilling your fiduciary responsibility or call it selling an idea — your success as an advisor depends on your ability to convince people to act on your advice. Check out these nine battle-tested tactics.

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  Raymond James Retires Morgan Keegan Brand, as Tech Transition Ends

  By Janet Levaux, AdvisorOne  |  February 28, 2013

  Raymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems.

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  New Hire Roundup: Former COO Nides Returns to Morgan Stanley

  By Marlene Y. Satter, AdvisorOne  |  February 27, 2013

  This week in new hires, Tom Nides rejoined Morgan Stanley, Rob Brown went to United Capital and Vanguard announced several investment management changes.

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  Continuity and Change: TD Ameritrade’s New Leadership

  By James J. Green, AdvisorOne  |  February 25, 2013

  Tom Nally had a tough act to follow at TDAI, but a year after assuming the presidency, his leadership both embraces continuity and places his own stamp on the organization.

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  Fed Economist Sees Stronger Growth in ‘13

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Longer term, though, the United States has to get its debt levels under control or risk hurting investment, said Kevin Kliesen at the Morningstar Ibbotson Conference.

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  Morningstar Expert Debunks Myth of ‘Dumb’ Fund Investors

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  John Rekenthaler discussed why investors were “not making money that one might expect from funds” at the Morningstar Ibbotson Conference.

• Leading With Flair

  By Jane Wollman Rusoff  |  February 22, 2013

  Don’t even think of typecasting or pigeonholing Angela Graham-West. The university professor-turned-financial advisor fits no mold whatsoever.