investment solutions

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  HighTower, UBS Veteran Join in New York Partnership

  By Joyce Hanson, AdvisorOne  |  March 25, 2013

  MK Wealth Management’s principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.

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  Barclays, Morgan Stanley, Raymond James Grab Reps From Rivals

  By Janet Levaux, AdvisorOne  |  February 15, 2013

  The movement involves advisors with more than $15.6 billion in client assets under management and $36 million in yearly fees & commissions.

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  A Strategy for More Fee Income: Adhesion’s Stier

  By John Sullivan, AdvisorOne  |  January 31, 2013

  Adhesion Wealth Advisor Solutionsis partnering with BlackRock to offer the BlackRock Model Portfolios in its investment strategies lineup.

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  SEI Added 488 RIAs in ‘12

  By Janet Levaux, AdvisorOne  |  January 31, 2013

  The advisor network also says its business grew 40%, or by $7.1 billion, last year.

• How LIBOR Settlement Could Hurt UBS

  By Janet Levaux, AdvisorOne  |  January 23, 2013

  UBS, which has more than 7,000 advisors in the Americas, recently agreed to pay more than $1.5 billion over LIBOR manipulation and related charges. Will its troubles drive away clients and recruits?

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  For 403(b) Success, Combine Monitoring and Management

  By Guest Blogger  |  January 21, 2013

  For advisors who specialize in the ever-changing 403(b) and 457 retirement plan marketplace, knowing the distinction between portfolio monitoring and portfolio management is critical.

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  New Hire Roundup: LPL Financial Welcomes Lochan

  By Marlene Y. Satter, AdvisorOne  |  January 9, 2013

  This week in new hires, Brendt Stallings and Husam Nazer joined DoubleLine, the MSRB board announced that it is looking for a few good applicants, and Citi named two new co-presidents.

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  How Advisors Can Correctly Use Fund Strategist Portfolios

  By J. Gibson Watson III, CIMA, Envestnet  |  January 8, 2013

  This relatively new but growing way of outsourcing has much to recommend it, but watch your due diligence step.

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  UBS Reps & LIBOR Woes: ‘A Bit Exhausting,’ Says Expert

  By Janet Levaux, AdvisorOne  |  December 26, 2012

  Plus, the latest scandal won't be the last for the firm—or for the industry, points out Chip Roame.

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  Genworth Financial Wealth Management Names New President

  By Joyce Hanson, AdvisorOne  |  December 13, 2012

  Genworth Financial Wealth Management has hired Resource America veteran Daniel Courtney to serve in the newly created role of president for Genworth Financial Asset Management.