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By John Sullivan, AdvisorOne |
May 20, 2013
Certain professions and areas of study translate well to financial planning. Who knew personal training was one?
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By Janet Levaux, AdvisorOne |
May 17, 2013
The move puts the Fresno-based independent broker-dealer at more than $1 billion in affilated client assets and 140 advisors.
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By Joyce Hanson, AdvisorOne |
May 7, 2013
The traditional image of the wirehouse-trained advisor serving strictly HNW white males is giving way as women challenge assumptions about who the average investor is.
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By Editorial Staff |
April 29, 2013
With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
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By Joyce Hanson, AdvisorOne |
April 26, 2013
The unthinkable inevitable has happened: Gen Xers are identifying more with their Boomer parents as they enter middle age and shoulder the burdens of work, family and financial planning.
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By James J. Green, AdvisorOne |
April 5, 2013
With the addition of 800-plus MetLife independent reps, the Cetera BD network will comprise 7,000 advisors managing $130 billion in assets.
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By Janet Levaux, AdvisorOne |
March 21, 2013
The independent broker-dealer ends its CNBC campaign this week and refuses to elaborate on future plans.
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By Liz Davidson, Financial Finesse |
March 18, 2013
Voyage Financial Partners has followed its unique business strategy with discipline and focus--working with middle-income workers at Fortune 1000 companies--and achieved significant success along the way, but not by accident.
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By Marlene Y. Satter, AdvisorOne |
January 30, 2013
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
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By Janet Levaux, AdvisorOne |
January 25, 2013
John Johnson has been acting in this role for the Jackson National-affiliated independent broker-dealer since November.