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By Staff Writer |
October 1, 2008
PIMCO announced that Mohamed El-Erian, who returned to PIMCO in January 2008 from Harvard University's endowment fund, was elected to serve as the firm's CEO...
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By Staff Writer |
September 1, 2008
Year in and year out, most voting reps give their individual B/Ds high marks. Following is the list of firms that garnered first, second, and...
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By James J. Green, AdvisorOne |
August 28, 2008
Investors Capital Holdings Ltd. (ICH), the publicly traded parent company of independent broker/dealer Investors Capital Corp. (ICC), has named Tim Murphy president and CEO, replacing Ted Charles, who will remain chairman of the parent company's board and, the company said in a statement, will focus on "assisting the firm in...
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By Janet Levaux, AdvisorOne |
August 25, 2008
Investors Capital Holdings has announced that Timothy B. Murphy is its new president and chief executive office. He is also head of the firm's independent broker-dealer and investment advisors - Inves
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By Janet Levaux, AdvisorOne |
February 19, 2008
Investors Capital Holdings of Lynnfield, Mass., which includes some 700-plus financial advisors, says it had revenues of more than $23 million in its fiscal third quarter ended December 31, 2007, an i
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By Lauren Barack |
September 1, 2007
Dina Trebbe doesn't need convincing on how Web conferencing has improved her firm's relationship with its clients and investment advisors. "It's a wonderful tool," says...
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By Robert F. Keane |
August 1, 2007
There's an idea prevalent among investment advisors, especially those using a fee-only business model, that marketing is a dirty word. They like to brag about...
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By John Sullivan, AdvisorOne |
June 1, 2007
Like many broker/dealers, Investors Capital Corp. is investing heavily in the packaged wealth management platform it offers reps. Unlike many broker/dealers, the Lynnfield, Mass.-based firm...
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By Kathleen McBride, AdvisorOne |
February 1, 2007
Health insurance: we all need it, and though we may sometimes think of the premiums as just one more tax on our income, nobody really...
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By Marlene Y. Satter, AdvisorOne |
September 1, 2001
For the 11th year in a row, Investment Advisor rea