J.P. Morgan

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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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  Toxic Words: The Importance of the Language You Use in Your Firm

  By Mark Tibergien  |  April 29, 2013

  Words are powerful. They can be used to encourage, inspire and enlighten—or to judge and destroy.

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  Conducting Due Diligence on Reverse Convertibles

  By Mike Patton  |  February 18, 2013

  This product can be a great income producer in these low-interest-rate times, but first take these steps.

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  New Hire Roundup: Putnam Names New GAA Leadership Team

  By Marlene Y. Satter, AdvisorOne  |  February 6, 2013

  This week in new hires, Putnam announced a new leadership team for its global asset allocation organization, and Steve Antonakes became acting deputy director of the Consumer Financial Protection Bureau.

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  Top Portfolio Products: Women Hedge Fund Managers Provide More Alpha, Report Says

  By Marlene Y. Satter, AdvisorOne  |  January 11, 2013

  Women managing hedge funds provide higher returns, a Rothstein Kass report found. Also, Security Benefit Corp introduced a next-generation fixed annuity.

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  Impact Investing on the Rise, Survey Says

  By Michael S. Fischer  |  January 7, 2013

  Impact investments in 2012 continued to gain traction among philanthropists and investors, who see them as a way to promote positive social and environmental change.

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  Major Wirehouses Hit by FINRA for Lobbyist Payments

  By Marlene Y. Satter, AdvisorOne  |  December 27, 2012

  FINRA announced Thursday that it had sanctioned five firms for fees paid to a lobbyist.

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  Poll Results: As SEC’s Schapiro Steps Down, Advisors Speak Up

  By James J. Green, AdvisorOne  |  December 13, 2012

  Our AdvisorOne survey found some sentiment for Sallie Krawcheck, but gave regulators overall poor marks for protecting consumers and providing a level playing field.

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  Barclays Recruits 18 Advisors; Morgan Stanley Adds 1; LPL Group Brings on Wells Team

  By Janet Levaux, AdvisorOne  |  November 7, 2012

  The new Barclays advisors come from many wirehouse and other firms with close to $40 million in yearly fees and commissions, as well as about $9.4 billion in assets.

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  New Hire Roundup: Mehra Goes to Salient; New CFA Institute Head

  By Marlene Y. Satter, AdvisorOne  |  September 26, 2012

  This week in new hires, Dr. Ajay Mehra joined Salient Partners; Alan Meder was named chairman of the board of governors at CFA Institute; and Yuri Khalif went to Hatteras Funds.