JPMorgan

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  Retirement Plan Consultants Offer Tips for Providers

  By Danielle Andrus, AdvisorOne  |  April 29, 2013

  A survey of retirement plan consultants by Oculus Partners identified some changes service providers need to make to their businesses in order to grow.

• BDs Share Latest FA

  By Janet Levaux  |  April 29, 2013

  In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...

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  Morgan Stanley Adds 9 Merrill, Wells & JPMorgan Advisors

  By Janet Levaux, AdvisorOne  |  April 8, 2013

  In addition, the wirehouse says it has picked up 10 UBS reps in past 5 weeks.

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  JPMorgan Tops M&A Charts for Q1

  By Janet Levaux, AdvisorOne  |  April 4, 2013

  BofA comes in third as Morgan Stanley sees its mergers business drop, according to Mergermarket.

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  New Hire Roundup: National Advisors Trust Names New CEO

  By Marlene Y. Satter, AdvisorOne  |  April 4, 2013

  This week in new hires, James Combs was named CEO of National Advisors Trust Co., and FSI elected two new board members.

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  Is Another ETN Meltdown Possible?

  By Ronald Delegge, ETFguide.com  |  March 1, 2013

  Checking the complicated "fine print" on exchange-traded notes is critical for investors and advisors alike.

• Fund Offers Small-Cap Twist

  By Ronald Delegge, ETFguide.com  |  February 22, 2013

  Global X Funds launched the Global X Junior MLP ETF (MLPJ) in January.

• Optimal Opportunities

  By Ed McCarthy, CFP  |  February 22, 2013

  While Actavis (ACT) narrowed its 2013 guidance expectations in the wake of an unexpected Concerta approval, the company is still poised to post close to 30% EPS growth and potentially double-digit annual EPS growth through 2016.

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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.

• Fund Managers of the Year Announced by Morningstar

  By Janet Levaux, AdvisorOne  |  January 23, 2013

  Morningstar announced its 2012 U.S. Fund Manager of the Year award winners in early January, after releasing the names of nominees by category in late December.