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By James J. Green, AdvisorOne |
March 28, 2013
The independent BD association names replacements for Bill Dwyer of LPL and Jim Livingston of National Planning Holdings.
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By Janet Levaux, AdvisorOne |
January 25, 2013
John Johnson has been acting in this role for the Jackson National-affiliated independent broker-dealer since November.
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By James J. Green, AdvisorOne |
October 23, 2012
A key part of an editor’s job is to know his readers, and over the past month I’ve had the opportunity and privilege to get to know Investment Advisor and AdvisorOne.com’s readers quite a bit better.
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By James J. Green, AdvisorOne |
August 17, 2012
This summer four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study. Here are some of the participants’ best insights.
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By John Sullivan, Investment Advisor |
August 17, 2012
On June 13, four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study.
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By John Sullivan, Investment Advisor |
July 24, 2012
“You are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi,” said Investment Advisor Group Editorial Director Jamie Green.
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By Marlene Y. Satter, AdvisorOne |
June 27, 2012
This week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.
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By Danielle Andrus, AdvisorOne |
June 18, 2012
National Planning Corp. announced Monday that it has launched official Facebook and LinkedIn pages. “We’re trying to put a face to what a broker-dealer really is,” said Craig Lewis, vice president of marketing.
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By James J. Green, AdvisorOne |
March 20, 2012
National Planning Holdings Inc., the network of independent broker-dealers that is an affiliate of Jackson National Life, announced Tuesday that in 2011 it posted a 13.5% increase in revenue to a record $788 million, with a 14% increase over the prior year in product sales to a record $16.3 billion.
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By Danielle Andrus, AdvisorOne |
February 28, 2012
Securities America announced Tuesday that it has recruited three new advisors to its ranks from Investment Centers of America.