Legg Mason

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  Hightower Moves Into Virginia With Morgan Stanley Breakaway Team

  By Joyce Hanson, AdvisorOne  |  July 13, 2011

  VWG Wealth Management, a Virginia-based breakaway RIA team from Morgan Stanley, joined Hightower, led by RIA powerhouse Elliot Weissbluth, over the weekend.

• Complying With Uncertainty

  By James J. Green, AdvisorOne  |  July 1, 2011

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  Bruce Berkowitz, Fairholme Fund: The Extended 2011 IA 25 Profile

  By John Sullivan, AdvisorOne  |  May 10, 2011

  Bruce Berkowitz is the man(ager) of the moment—which always sounds nice, but is usually fleeting (Legg Mason’s Bill Miller anyone?).

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  2011 Q1 Earnings Preview: Asset Manager Outlook Overshadows Big Banks

  By Joyce Hanson, AdvisorOne  |  April 6, 2011

  As Q1 2011 earnings season begins, portfolio manager Richard Levine of Neuberger Berman Income Equity Fund expects good news from the finance sector.

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  Legg Mason Fiscal Q3: Profits Up 37% on Fees as Outflows Persist

  By Joyce Hanson, AdvisorOne  |  January 26, 2011

  Asset manager Legg Mason announced Wednesday a 37% jump in profits for the third quarter of 2011, thanks to an increase in fees, but the firm also reported continuing outflows as investors sought to put their money somewhere other than mutual funds.

• KBW Measures 14 Firms' Q3 Performance; Looks at Q4

  By Joyce Hanson, AdvisorOne  |  November 8, 2010

  In a Q3 wrap-up of 14 asset management companies, equity researchers at Keefe, Bruyette & Woods said the companies' performed as anticipated, leaving them well positioned for stronger Q4 results.

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  Earnings Season, Fed Watch, and CDS Hearing: Advisor Briefing for the Week of October 18, 2010

  By James J. Green, AdvisorOne  |  October 18, 2010

  Some of the biggest financial services companies report third-quarter earnings this week, while watchers continue to parse Ben Bernanke's speech of last week.

• At Morningstar Conference, a Focus on Dividend Investing

  By James J. Green, AdvisorOne  |  June 24, 2010

  At the opening session on day two of the Morningstar Investment Conference in Chicago on Thursday, June 24, three dividend-focused mutual fund managers talked about what they called the great opportunities in dividend investing now.

• Stifel Strikes Deal To Acquire Weisel

  By Janet Levaux, AdvisorOne  |  June 1, 2010

  Stifel Financial and Thomas Weisel Partners Group have entered into a roughly $300-million merger agreement, several months after Stifel acquired 56 UBS branches. If the merger...

• Stifel to Buy Thomas Weisel; New Firm Would Have 1,900 Advisors, $100 B in AUM

  By Janet Levaux, AdvisorOne  |  April 26, 2010

  Stifel Financial and Thomas Weisel Partners Group said Monday, April 26, that they have entered into a roughly $300 million merger agreement.