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By James J. Green, AdvisorOne |
January 25, 2013
Two AdvisorOne editors will be writing, tweeting and live blogging from the Financial Services Institute’s annual gathering of broker-dealer executives.
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By James J. Green, AdvisorOne |
January 24, 2013
The independent broker-dealer association reports more than 740 registrations--including 352 BD execs--for its gathering Monday through Wednesday in San Diego.
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By John Sullivan, AdvisorOne |
December 21, 2012
In 2013, FSI’s main priorities will be engaging politicians on relevant regulations and legislation, like the DOL's fiduciary rule, BDs’ independent contractor status as well as certain provisions of Dodd-Frank.
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By Janet Levaux, AdvisorOne |
December 3, 2012
The combined IBD will have roughly 6,000 advisors with some $125 billion in assets.
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By Marlene Y. Satter, AdvisorOne |
September 20, 2012
This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.
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By Janet Levaux, AdvisorOne |
August 23, 2012
Advisor Group, part of the SunAmerica Financial Group, said in late July that it planned to buy Woodbury Financial Services from The Hartford.
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By Janet Levaux, AdvisorOne |
August 1, 2012
The AIG group, led by Larry Roth, plans further acquisitions in the independent space; the recently announced deal could add 1,400 reps to the 4,400-advisor firm.
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By John Sullivan, AdvisorOne |
July 31, 2012
The wait is over. AIG and The Hartford announced Tuesday evening that the insurance giants had signed a definitive agreement to make Woodbury Financial Services part of AIG’s Advisor Group
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By John Sullivan, AdvisorOne |
May 28, 2012
It’s almost as if Larry Roth stole Burger King’s “Have it your way” tagline, except it directly affects advisor and client well-being rather than how one might like their fast food.
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By Editorial Staff |
April 24, 2012
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.