Fortigent

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  New Hire Roundup: Collins Named as TDAI’s Head of Advisor Transitions

  By Marlene Y. Satter, AdvisorOne  |  March 20, 2013

  Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.

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  LPL Trust Unit Aims to Boost Sales, Hires

  By Janet Levaux, AdvisorOne  |  January 23, 2013

  The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.

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  LPL Adds 223 Advisors as Profits Drop 13%

  By Joyce Hanson, AdvisorOne  |  July 31, 2012

  In a repeat from last quarter, LPL Financial reported that quarterly profits were down although revenues were up.

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  When Bad Things Happen to Good Portfolios—and What to Do About It

  By John Sullivan, AdvisorOne  |  May 25, 2012

  Is there a better way? Can the divide between Eugene Fama and Richard Thaler be bridged?

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  Three Big Trends in RIA Industry: 2012 TechLeaders Conference

  By John Sullivan, AdvisorOne  |  March 20, 2012

  Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.

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  Jan. 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition

  By James J. Green, AdvisorOne  |  January 6, 2012

  Unique data, insights and strategies for advisors considering a change to be addressed in latest AdvisorOne web seminar.