investment services

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  New Hire Roundup: U.S. Bank Adds Felchle, Ernst

  By Marlene Y. Satter, AdvisorOne  |  May 15, 2013

  This week in new hires, Steve Felchle and Jason Ernst joined U.S. Bancorp Investments, and David Skaggs went to the Private Client Reserve.

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  Best Full-Service Investment Firms Ranked by Investors: J.D. Power—2013

  By Janet Levaux  |  May 9, 2013

  The satisfaction scores of some BDs is “lower than might be expected based on reported performance alone,” according to J.D. Power.

• FA Satisfaction as Measured by J. D. Power

  By Janet Levaux  |  April 29, 2013

  Satisfaction among independent advisors made a nice improvement over the past year, while that of employee advisors declined slightly, according to the latest J.D. Power and Associates 2013 U.S. Financial Advisor Satisfaction Study.

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  SEC, DOL Must Collaborate on ‘Overlapping’ IRA Fiduciary Standards: Attorney Mason

  By Melanie Waddell, AdvisorOne  |  April 15, 2013

  The failure of the SEC and DOL to collaborate on their “overlapping” fiduciary rules on IRA advice will render the SEC’s current cost-benefit analysis worthless, says Kent Mason of Davis & Harman.

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  Best Advisor Firms Ranked by Advisors: J.D. Power 2013 Satisfaction Survey

  By Janet Levaux, AdvisorOne  |  April 11, 2013

  Over the past 12 months, only one of the four wirehouses showed a significant drop in advisor satisfaction.

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  Focus Financial Adds $1B RIA

  By Janet Levaux, AdvisorOne  |  February 1, 2013

  Portfolio Strategy Group joins the partnership with five advisors.

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  Charitable Giving Linked to Higher Stocks, Not Lower Taxes

  By Gil Weinreich, AdvisorOne  |  January 24, 2013

  The stock market has risen 5% year to date, and that helps philanthropic giving more than fears over ending the charitable deduction hurt it, the U.S. Trust wealth strategies advisor Ramsay Slugg told AdvisorOne.

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  LPL Adds $8.2 Billion Credit Union to Platform

  By Janet Levaux, AdvisorOne  |  November 19, 2012

  LPL, the independent broker-dealer, says it now has over 685 banks and credit unions as clients.

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  To Succeed, Get Your Service Mix Right, Advisor

  By Allen Williamson  |  October 10, 2012

  In building an investment advisory business, providing the right mix of services, and focusing on how they are delivered, is critical for practice success.

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  The Top Wealth Managers 2012 Profiles: No. 5—Central Registered Investment Advisors

  By Marlene Y. Satter, AdvisorOne  |  September 11, 2012

  At No. 5 on the list of Top Wealth Managers: Central Registered Investment Advisors, providing a level of comfort for its client base.