investment services

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  BOK Financial Acquires The Milestone Group

  By John Sullivan, AdvisorOne  |  August 20, 2012

  In a further sign the advisor industry is headed for consolidation and “roll-up,” Tulsa-based BOK Financial Corp. announced Monday that it has acquired The Milestone Group.

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  Covenant Multifamily Offices Buys Bridge Wealth Management

  By Michael S. Fischer  |  June 25, 2012

  Covenant Multifamily Offices, a San Antonio-based wealth advisor, has acquired privately owned Bridge Wealth Management, and has rebranded the firm Covenant Wealth Management.

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  10 Best Online Brokerage Firms Ranked by Retail Investors: J.D. Power

  By Janet Levaux, AdvisorOne  |  June 14, 2012

  Overall satisfaction of Web-based investors is up, though their opinion of firms' fees and trading charges has declined in the past 12 months.

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  Best Full-Service Investment Firms Ranked by Investors: J.D. Power—2012

  By Janet Levaux, AdvisorOne  |  May 10, 2012

  Satisfaction with the major firms in 2012 is at pre-crisis levels of 2008, but it is down when measuring several critical factors, the satisfaction survey found.

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  Oliver Wyman Releases Data on IRA Fiduciary Costs to DOL

  By Melanie Waddell, AdvisorOne  |  April 24, 2012

  After much anticipation, Oliver Wyman released to the DOL and the SEC in early April the data underlying its report stating that applying a fiduciary standard to IRA recommendations is costly.

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  Oliver Wyman Releases Data to DOL on IRA Fiduciary Costs

  By Melanie Waddell, AdvisorOne  |  April 5, 2012

  After much anticipation, Oliver Wyman released to the DOL and the SEC on Thursday the data underlying its report stating that applying a fiduciary standard to IRA recommendations is costly.

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  Best Advisor Firms Ranked by Advisors: J.D. Power 2012 Satisfaction Survey

  By Joyce Hanson, AdvisorOne  |  March 29, 2012

  Advisors are happiest when they feel that management truly supports the firm’s stated values and client interests come first, says the J.D. Power advisor satisfaction study.

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  Merrill Adds Putnam to Retirement-Plan Suite

  By Janet Levaux, AdvisorOne  |  February 15, 2012

  According to BofA, some 2,300 Merrill Lynch advisors sell defined-contribution plans, which now have about $26.5 billion in assets.

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  Advisors’ Priority List—How They Get It All Done

  By Marc Zeitoun, CFA, Rydex|SGI  |  February 9, 2012

  Rydex|SGI AdvisorBenchmaking's latest report shows the many demands on advisors’ time and how they manage it as well as the mix of services they offer.

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  New Hire Roundup: Mitchell Goes to Leuthold; Hoffman Joins Franklin Square

  By Marlene Y. Satter, AdvisorOne  |  February 8, 2012

  This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.