Lockwood

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  Cerulli Delivers Tough Message for IBDs on Recruitment, Market Share

  By John Sullivan, AdvisorOne  |  January 29, 2013

  The IBD community received a stark and sobering message about the overall health of the industry.

• Pershing Democratizes Managed Accounts With NetX360 Tech Upgrade

  By Joyce Hanson, AdvisorOne  |  September 11, 2012

  Pershing Managed Account Solutions' Steve Dunlap says Pershing's NetX360 technology platform has helped bring managed accounts to the mass market.

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  New Hire Roundup: Reinhart Joins Wealthcare Capital, Bowden Goes to SEC

  By Marlene Y. Satter, AdvisorOne  |  October 26, 2011

  This week in new hires, Len Reinhart joined Wealthcare Capital’s board, Andrew J. Bowden was appointed the SEC’s new associate director of advisor exams, and the Senate confirmed Luis Aguilar and Daniel Gallagher as SEC commissioners.

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  Wealthcare Welcomes Len Reinhart to Board

  By Marlene Y. Satter, AdvisorOne  |  October 25, 2011

  Wealthcare Capital Management announced Tuesday that Len Reinhart, the former president and founder of the Lockwood family of companies, will join the firm’s board of directors.

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  Ex-Lockwood Execs Form Palladiem to Compete in SMA Market

  By James J. Green, AdvisorOne  |  September 6, 2011

  Lockwood Co-Founder Robinson to head new company, bringing with him top managers from the Pershing affiliate.

• UMAs in the broker/dealer - What will it take?

  By John Sullivan, AdvisorOne  |  July 1, 2007

  A number of broker/dealers are looking to offer separately managed accounts, unified managed accounts or some sort of overlay capabilities to their reps. Indeed, we've...

• Retirement Advisor Profile

  By Melanie Waddell, AdvisorOne  |  July 1, 2006

  Len Reinhart is a staunch believer that using the relatively new concept of unified managed accounts (UMA), also dubbed unified managed households (UMH), is the...

• Fidelity's Separate Account Investment

  By Staff Writer  |  May 1, 2005

  Many independent broker/dealers, banks, and credit unions provide fee-based services for reps through third-party separate and mutual fund wrap providers such as Morningstar, Lockwood, AdvisorPort,...

• Taking Off

  By Melanie Waddell, AdvisorOne  |  March 1, 2002

  Since he started outsourcing last year, Steve Wigh