Marion

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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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  FSI Adds 700 Advisors to Its Membership Rolls

  By James J. Green, AdvisorOne  |  March 15, 2013

  Berthel Fisher and WRP Investments will pay their reps’ membership dues for a year as FSI membership continues to grow.

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  AdvisorShares, Philippe Cousteau Launch Actively Managed Sustainable ETF

  By Joyce Hanson, AdvisorOne  |  May 24, 2012

  Phillippe Cousteau, grandson of oceanographer Jacques Cousteau, hopes to use the multi-manager Global Echo ETF to 'do well by doing good.'

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  Berthel Fisher Wins Arbitration in Real Estate Case

  By Marlene Y. Satter, AdvisorOne  |  April 19, 2012

  Claims by three accredited investors against the broker-dealer Berthel Fisher were dismissed by a FINRA arbitration panel on April 9 after proceedings that stretched out over several months.

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  Jim Barnash Joins New Kind of Advisor Partnership: Merion Wealth

  By James J. Green, AdvisorOne  |  October 10, 2011

  Former FPA president will focus on finding, transitioning independent advisors into Merion Wealth Partners.

• Catching Up With...

  By James J. Green, AdvisorOne  |  February 1, 2009

  In these troubled times, independent broker/dealers have a unique set of issues. With margins thin to begin with and their reps hurting from the market's...

• The Small-Town Touch

  By James J. Green, AdvisorOne  |  December 1, 2008

  The crisis on Wall Street has led many wirehouse brokers in particular to reconsider their affiliation options. So when a major producer with LPL Financial...

• Broker/dealer resource guide 2007

  By John Sullivan, AdvisorOne  |  July 1, 2007

  Click here to download featured Broker/Dealer profiles from the July 2007 issue of Boomer Market Advisor . Advantage Capital Corp. Atlanta, Ga. 800-235-2237 www.joinacc.com Years in business: 60 Number of producers:...

• Next Financial Finds Its 'Knight'

  By Janet Levaux, AdvisorOne  |  January 1, 2007

  Next Financial Group of Houston has been on a tear in recent years and begins 2007 with nearly 800 advisors and a new president --...

• The Long-Ranger

  By Brent Hicks  |  October 1, 2006

  Ron Kelemen may never retire--at least not in the traditional sense. He's having too much fun. While other veteran advisors are planning to sell their...