Leo Wells

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  New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust

  By Marlene Y. Satter, AdvisorOne  |  February 15, 2012

  Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.

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  FINRA Fines Wells Investment Securities Over ‘Misleading’ REIT Materials

  By James J. Green, AdvisorOne  |  November 22, 2011

  FINRA fines Wells Investment Securities $300,000 over non-traded timberland REIT advertising and sales materials which contained 'misleading, unwarranted and exaggerated statements.'

• Enduring Value

  By James J. Green, AdvisorOne  |  April 1, 2003

  Two years ago, Investment Advisor took a broad look at the REIT and real estate investment market. In that story"(Is It Safe?" March 2001), a...

• Is It Safe?

  By Staff Writer  |  March 2, 2001

  No, it's a not a reference to the "The Marathon Ma